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Clearstead Advisors’s Autodesk ADSK Stock Holding History

Clearstead Advisors’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 		$130K Sell
542
-2,159
-80% -$543K ﹤0.01% 1083
2025
Q4 		$800K Buy
2,701
+493
+22% +$149K 0.01% 530
2025
Q3 		$701K Sell
2,208
-17
-0.8% -$5.18K 0.01% 542
2025
Q2 		$689K Sell
2,225
-2,778
-56% -$788K 0.01% 518
2025
Q1 		$1.31M Buy
5,003
+267
+6% +$75.9K 0.02% 362
2024
Q4 		$1.4M Sell
4,736
-158
-3% -$46.7K 0.02% 352
2024
Q3 		$1.35M Buy
4,894
+97
+2% +$24.4K 0.02% 361
2024
Q2 		$1.19M Buy
4,797
+923
+24% +$207K 0.02% 356
2024
Q1 		$839K Sell
3,874
-193
-5% -$48.8K 0.04% 248
2023
Q4 		$990K Sell
4,067
-3,739
-48% -$807K 0.05% 225
2023
Q3 		$1.62M Buy
7,806
+3,922
+101% +$824K 0.05% 236
2023
Q2 		$795K Buy
3,884
+3,844
+9,610% +$769K 0.05% 229
2023
Q1 		$8.33K Buy
40
+15
+60% +$3.09K ﹤0.01% 972
2022
Q4 		$4.67K Sell
25
-171
-87% -$34.3K ﹤0.01% 993
2022
Q3 		$37K Sell
196
-60
-23% -$12.1K ﹤0.01% 663
2022
Q2 		$44K Sell
256
-270
-51% -$51.9K ﹤0.01% 644
2022
Q1 		$113K Sell
526
-1,004
-66% -$231K 0.01% 522
2021
Q4 		$430K Buy
1,530
+1,501
+5,176% +$438K 0.03% 275
2021
Q3 		$8K Hold
29
– – ﹤0.01% 967
2021
Q2 		$8K Hold
29
– – ﹤0.01% 815
2021
Q1 		$8K Sell
29
-32
-52% -$9.23K ﹤0.01% 809
2020
Q4 		$19K Buy
61
+4
+7% +$1.05K ﹤0.01% 637
2020
Q3 		$13K Hold
57
– – ﹤0.01% 631
2020
Q2 		$14K Hold
57
– – ﹤0.01% 561
2020
Q1 		$9K Buy
+57
New +$10.5K ﹤0.01% 584

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Clearstead Advisors's ADSK Position: Q1 2026 in Review

Clearstead Advisors reduced its Autodesk (ADSK) stake by 80% in Q1 2026, selling an estimated $543K and leaving 542 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Clearstead Advisors first reported a position in ADSK in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.62M in Q3 2023. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Clearstead Advisors held 542 shares of Autodesk worth $130K as of Q1 2026.
  • Clearstead Advisors sold 2,159 Autodesk shares in Q1 2026, an estimated $543K.
  • Autodesk made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1083 holding.
  • Clearstead Advisors first reported a position in Autodesk in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Autodesk position peaked at $1.62M in Q3 2023.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.