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Capital Analysts LLC’s Autodesk ADSK Stock Holding History

Capital Analysts LLC’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Buy
+3
New +$685 ﹤0.01% 1496
2024
Q4 		– Sell
-11
Closed -$3K – 1292
2024
Q3 		$3K Sell
11
-10
-48% -$2.52K ﹤0.01% 1170
2024
Q2 		$5K Buy
+21
New +$4.72K ﹤0.01% 1034
2023
Q4 		– Sell
-6
Closed -$1K – 1090
2023
Q3 		$1K Buy
+6
New +$1.26K ﹤0.01% 1073
2018
Q1 		– Sell
-100
Closed -$10K – 560
2017
Q4 		$10K Buy
+100
New +$11.7K ﹤0.01% 389

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital Analysts LLC's ADSK Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Autodesk (ADSK) in Q2 2026: 3 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in ADSK as recently as Q3 2024.

Capital Analysts LLC first reported a position in ADSK in Q4 2017 and has held it in 5 quarters since. The position peaked at $10K in Q4 2017. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Capital Analysts LLC held 3 shares of Autodesk worth $1K as of Q2 2026.
  • Autodesk was a new Capital Analysts LLC position in Q2 2026.
  • Autodesk made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1496 holding.
  • Capital Analysts LLC first reported a position in Autodesk in Q4 2017 and has held it in 5 quarters since.
  • Capital Analysts LLC's Autodesk position peaked at $10K in Q4 2017.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.