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Clearstead Trust’s Autodesk ADSK Stock Holding History

Clearstead 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 		$46.9K Sell
196
-14
-7% -$3.52K 0.01% 320
2025
Q4 		$62.2K Buy
210
+21
+11% +$6.35K 0.01% 305
2025
Q3 		$60K Hold
189
– – 0.01% 297
2025
Q2 		$58.5K Buy
189
+9
+5% +$2.55K 0.01% 297
2025
Q1 		$47.1K Hold
180
– – 0.01% 278
2024
Q4 		$53.2K Hold
180
– – 0.01% 258
2024
Q3 		$49.6K Hold
180
– – 0.01% 244
2024
Q2 		$44.5K Buy
+180
New +$40.4K 0.01% 244

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 Trust's ADSK Position: Q1 2026 in Review

Clearstead Trust reduced its Autodesk (ADSK) stake by 6.7% in Q1 2026, selling an estimated $3.52K and leaving 196 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #320.

Clearstead Trust first reported a position in ADSK in Q2 2024 and has held it in 8 quarters since. The position peaked at $62.2K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Clearstead Trust held 196 shares of Autodesk worth $46.9K as of Q1 2026.
  • Clearstead Trust sold 14 Autodesk shares in Q1 2026, an estimated $3.52K.
  • Autodesk made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #320 holding.
  • Clearstead Trust first reported a position in Autodesk in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Trust's Autodesk position peaked at $62.2K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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