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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
Q2 		$246K Buy
1,263
+721
+133% +$165K ﹤0.01% 1005
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 Buy
4,067
+164
+4% +$35.4K 0.05% 225
2023
Q3 		$808K Buy
3,903
+19
+0.5% +$3.99K 0.05% 224
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 $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 $3.38T AUM 44.17% 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

Clearstead Advisors's ADSK Position: Q2 2026 in Review

Clearstead Advisors increased its Autodesk (ADSK) stake by 133% in Q2 2026, buying an estimated $165K and bringing the position to 1,263 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Clearstead Advisors first reported a position in ADSK in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.4M in Q4 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Clearstead Advisors held 1,263 shares of Autodesk worth $246K as of Q2 2026.
  • Clearstead Advisors bought 721 Autodesk shares in Q2 2026, an estimated $165K.
  • Autodesk made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1005 holding.
  • Clearstead Advisors first reported a position in Autodesk in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Autodesk position peaked at $1.4M in Q4 2024.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.