Chicago Trust’s Autodesk ADSK Stock Holding History

Chicago Trust’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 Q1	–	Sell	-1,740	Closed	-$515K	–	382
2025 Q4	$515K	Sell	1,740 -1,851	-52%	-$560K	0.08%	232
2025 Q3	$1.14M	Sell	3,591 -1,370	-28%	-$417K	0.16%	117
2025 Q2	$1.54M	Buy	4,961 +1,763	+55%	+$500K	0.22%	93
2025 Q1	$837K	Buy	3,198 +153	+5%	+$43.5K	0.15%	136
2024 Q4	$900K	Buy	3,045 +42	+1%	+$12.4K	0.16%	130
2024 Q3	$827K	Buy	+3,003	New	+$756K	0.14%	141
2020 Q4	–	Sell	-1,191	Closed	-$275K	–	225
2020 Q3	$275K	Buy	+1,191	New	+$283K	0.11%	143

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Chicago Trust's ADSK Position: Q1 2026 in Review

Chicago Trust sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,740 shares — an estimated $515K sold.

Chicago Trust first reported a position in ADSK in Q3 2020 and held it in 7 quarters. The position peaked at $1.54M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Chicago Trust reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Chicago Trust sold 1,740 Autodesk shares in Q1 2026, an estimated $515K.
Chicago Trust first reported a position in Autodesk in Q3 2020 and held it in 7 quarters.
Chicago Trust's Autodesk position peaked at $1.54M in Q2 2025.
1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Chicago Trust's 13F filing for Q1 2026, filed 24 Apr 2026.