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Equitable Trust’s Autodesk ADSK Stock Holding History

Equitable 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 		$229K Sell
956
-465
-33% -$117K 0.01% 439
2025
Q4 		$421K Sell
1,421
-34
-2% -$10.3K 0.02% 343
2025
Q3 		$462K Sell
1,455
-355
-20% -$108K 0.02% 327
2025
Q2 		$560K Sell
1,810
-96
-5% -$27.2K 0.03% 299
2025
Q1 		$499K Sell
1,906
-1,785
-48% -$508K 0.03% 308
2024
Q4 		$1.09M Buy
3,691
+803
+28% +$237K 0.06% 210
2024
Q3 		$796K Sell
2,888
-402
-12% -$101K 0.05% 236
2024
Q2 		$814K Sell
3,290
-2,602
-44% -$585K 0.06% 224
2024
Q1 		$1.53M Buy
5,892
+11
+0.2% +$2.78K 0.11% 148
2023
Q4 		$1.43M Sell
5,881
-186
-3% -$40.2K 0.11% 144
2023
Q3 		$1.26M Sell
6,067
-651
-10% -$137K 0.1% 148
2023
Q2 		$1.37M Sell
6,718
-969
-13% -$194K 0.11% 145
2023
Q1 		$1.6M Sell
7,687
-7,427
-49% -$1.53M 0.13% 138
2022
Q4 		$2.82M Sell
15,114
-10,712
-41% -$2.15M 0.22% 94
2022
Q3 		$4.82M Sell
25,826
-2,061
-7% -$416K 0.4% 56
2022
Q2 		$4.79M Buy
27,887
+547
+2% +$105K 0.36% 62
2022
Q1 		$5.86M Buy
27,340
+3,013
+12% +$694K 0.38% 61
2021
Q4 		$6.84M Buy
24,327
+3,351
+16% +$977K 0.42% 61
2021
Q3 		$5.98M Sell
20,976
-1,400
-6% -$429K 0.38% 66
2021
Q2 		$6.53M Sell
22,376
-2,504
-10% -$714K 0.42% 59
2021
Q1 		$6.89M Sell
24,880
-7,435
-23% -$2.14M 0.51% 53
2020
Q4 		$9.87M Sell
32,315
-735
-2% -$194K 0.73% 40
2020
Q3 		$7.63M Sell
33,050
-723
-2% -$172K 0.65% 45
2020
Q2 		$8.08M Buy
33,773
+9,467
+39% +$1.86M 0.74% 39
2020
Q1 		$3.79M Buy
24,306
+22,476
+1,228% +$4.13M 0.42% 70
2019
Q4 		$336K Buy
1,830
+202
+12% +$32.7K 0.03% 236
2019
Q3 		$240K Buy
+1,628
New +$253K 0.03% 257

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

Equitable Trust's ADSK Position: Q1 2026 in Review

Equitable Trust reduced its Autodesk (ADSK) stake by 33% in Q1 2026, selling an estimated $117K and leaving 956 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #439.

Equitable Trust first reported a position in ADSK in Q3 2019 and has held it in 27 quarters since. The position peaked at $9.87M in Q4 2020. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Equitable Trust held 956 shares of Autodesk worth $229K as of Q1 2026.
  • Equitable Trust sold 465 Autodesk shares in Q1 2026, an estimated $117K.
  • Autodesk made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #439 holding.
  • Equitable Trust first reported a position in Autodesk in Q3 2019 and has held it in 27 quarters since.
  • Equitable Trust's Autodesk position peaked at $9.87M in Q4 2020.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.