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Foundations Investment Advisors’s Autodesk ADSK Stock Holding History

Foundations Investment 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 		$258K Sell
1,077
-21
-2% -$5.28K ﹤0.01% 973
2025
Q4 		$325K Sell
1,098
-439
-29% -$133K ﹤0.01% 862
2025
Q3 		$488K Sell
1,537
-179
-10% -$54.5K 0.01% 657
2025
Q2 		$531K Sell
1,716
-333
-16% -$94.5K 0.01% 558
2025
Q1 		$536K Sell
2,049
-716
-26% -$204K 0.01% 561
2024
Q4 		$817K Sell
2,765
-19
-0.7% -$5.61K 0.02% 440
2024
Q3 		$767K Buy
2,784
+78
+3% +$19.6K 0.02% 413
2024
Q2 		$670K Sell
2,706
-694
-20% -$156K 0.02% 432
2024
Q1 		$885K Sell
3,400
-46
-1% -$11.6K 0.02% 342
2023
Q4 		$879K Buy
3,446
+1,702
+98% +$368K 0.02% 332
2023
Q3 		$361K Buy
1,744
+314
+22% +$66K 0.01% 465
2023
Q2 		$293K Sell
1,430
-17
-1% -$3.4K 0.01% 476
2023
Q1 		$301K Sell
1,447
-81
-5% -$16.7K 0.01% 399
2022
Q4 		$286K Sell
1,528
-1,219
-44% -$245K 0.01% 350
2022
Q3 		$513K Buy
+2,747
New +$555K 0.02% 245

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

Foundations Investment Advisors's ADSK Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Autodesk (ADSK) stake by 1.9% in Q1 2026, selling an estimated $5.28K and leaving 1,077 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Foundations Investment Advisors first reported a position in ADSK in Q3 2022 and has held it in 15 quarters since. The position peaked at $885K in Q1 2024. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Foundations Investment Advisors held 1,077 shares of Autodesk worth $258K as of Q1 2026.
  • Foundations Investment Advisors sold 21 Autodesk shares in Q1 2026, an estimated $5.28K.
  • Autodesk made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #973 holding.
  • Foundations Investment Advisors first reported a position in Autodesk in Q3 2022 and has held it in 15 quarters since.
  • Foundations Investment Advisors's Autodesk position peaked at $885K in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.