CAPTRUST Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.8M | Sell |
82,508
-186,455
| -69% | -$46.9M | 0.03% | 364 |
|
|
2025
Q4 | $79.6M | Buy |
268,963
+5,253
| +2% | +$1.59M | 0.15% | 127 |
|
|
2025
Q3 | $83.8M | Buy |
263,710
+12,758
| +5% | +$3.89M | 0.17% | 113 |
|
|
2025
Q2 | $77.7M | Buy |
250,952
+10,958
| +5% | +$3.11M | 0.17% | 109 |
|
|
2025
Q1 | $62.8M | Buy |
239,994
+13,599
| +6% | +$3.87M | 0.16% | 129 |
|
|
2024
Q4 | $66.9M | Buy |
226,395
+10,468
| +5% | +$3.09M | 0.19% | 107 |
|
|
2024
Q3 | $59.5M | Buy |
215,927
+2,810
| +1% | +$707K | 0.18% | 112 |
|
|
2024
Q2 | $52.7M | Sell |
213,117
-159,569
| -43% | -$35.8M | 0.17% | 121 |
|
|
2024
Q1 | $53.8M | Buy |
372,686
+163,735
| +78% | +$41.4M | 0.2% | 113 |
|
|
2023
Q4 | $50.9M | Buy |
208,951
+6,599
| +3% | +$1.42M | 0.18% | 117 |
|
|
2023
Q3 | $41.9M | Buy |
202,352
+20,973
| +12% | +$4.41M | 0.16% | 125 |
|
|
2023
Q2 | $37.1M | Buy |
181,379
+16,586
| +10% | +$3.32M | 0.15% | 133 |
|
|
2023
Q1 | $34.3M | Buy |
164,793
+145,092
| +736% | +$29.9M | 0.15% | 134 |
|
|
2022
Q4 | $3.68M | Buy |
19,701
+8,466
| +75% | +$1.7M | 0.02% | 524 |
|
|
2022
Q3 | $2.1M | Buy |
11,235
+431
| +4% | +$87.1K | 0.01% | 650 |
|
|
2022
Q2 | $1.86M | Buy |
10,804
+3,398
| +46% | +$653K | 0.01% | 617 |
|
|
2022
Q1 | $1.59M | Buy |
7,406
+1,497
| +25% | +$345K | 0.01% | 661 |
|
|
2021
Q4 | $1.66M | Buy |
5,909
+241
| +4% | +$70.2K | 0.01% | 616 |
|
|
2021
Q3 | $1.62M | Sell |
5,668
-212
| -4% | -$64.9K | 0.01% | 582 |
|
|
2021
Q2 | $1.72M | Sell |
5,880
-593
| -9% | -$169K | 0.02% | 544 |
|
|
2021
Q1 | $1.79M | Buy |
6,473
+962
| +17% | +$277K | 0.02% | 501 |
|
|
2020
Q4 | $1.68M | Buy |
5,511
+42
| +0.8% | +$11.1K | 0.02% | 451 |
|
|
2020
Q3 | $1.28M | Buy |
5,469
+662
| +14% | +$157K | 0.02% | 434 |
|
|
2020
Q2 | $1.16M | Buy |
4,807
+312
| +7% | +$61.3K | 0.02% | 459 |
|
|
2020
Q1 | $626K | Buy |
4,495
+105
| +2% | +$19.3K | 0.01% | 528 |
|
|
2019
Q4 | $825K | Buy |
4,390
+2,139
| +95% | +$347K | 0.01% | 549 |
|
|
2019
Q3 | $332K | Sell |
2,251
-107
| -5% | -$16.7K | 0.01% | 476 |
|
|
2019
Q2 | $384K | Buy |
2,358
+207
| +10% | +$34.8K | 0.01% | 437 |
|
|
2019
Q1 | $335K | Buy |
2,151
+535
| +33% | +$80K | 0.01% | 425 |
|
|
2018
Q4 | $208K | Hold |
1,616
| – | – | 0.01% | 426 |
|
|
2018
Q3 | $252K | Hold |
1,616
| – | – | 0.01% | 405 |
|
|
2018
Q2 | $212K | Buy |
1,616
+500
| +45% | +$66.2K | 0.01% | 355 |
|
|
2018
Q1 | $137K | Buy |
1,116
+941
| +538% | +$112K | 0.01% | 385 |
|
|
2017
Q4 | $18K | Buy |
175
+100
| +133% | +$11.7K | ﹤0.01% | 809 |
|
|
2017
Q3 | $8K | Buy |
+75
| New | +$8.27K | ﹤0.01% | 447 |
|
Other funds holding ADSK
VCM
VPM
CAPTRUST Financial Advisors's ADSK Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its Autodesk (ADSK) stake by 69% in Q1 2026, selling an estimated $46.9M and leaving 82,508 shares worth $19.8M. The position accounts for 0.03% of the portfolio, ranked #364.
CAPTRUST Financial Advisors first reported a position in ADSK in Q3 2017 and has held it in 35 quarters since. The position peaked at $83.8M in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.
- CAPTRUST Financial Advisors held 82,508 shares of Autodesk worth $19.8M as of Q1 2026.
- CAPTRUST Financial Advisors sold 186,455 Autodesk shares in Q1 2026, an estimated $46.9M.
- Autodesk made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #364 holding.
- CAPTRUST Financial Advisors first reported a position in Autodesk in Q3 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Autodesk position peaked at $83.8M in Q3 2025.
- 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.