Icon Wealth Advisors’s Autodesk ADSK Stock Holding History

Icon Wealth 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	$1.11M	Buy	4,722 +83	+2%	+$20.9K	0.07%	159
2025 Q4	$1.37M	Buy	4,639 +232	+5%	+$70.2K	0.09%	146
2025 Q3	$1.4M	Buy	4,407 +1,252	+40%	+$382K	0.09%	147
2025 Q2	$977K	Buy	3,155 +308	+11%	+$87.4K	0.07%	171
2025 Q1	$745K	Sell	2,847 -100	-3%	-$28.4K	0.06%	173
2024 Q4	$871K	Buy	2,947 +30	+1%	+$8.86K	0.07%	156
2024 Q3	$804K	Sell	2,917 -52	-2%	-$13.1K	0.07%	159
2024 Q2	$735K	Sell	2,969 -10,866	-79%	-$2.44M	0.07%	165
2024 Q1	$3.6M	Sell	13,835 -364	-3%	-$92.1K	0.33%	60
2023 Q4	$3.46M	Buy	+14,199	New	+$3.07M	0.36%	57
2022 Q4	$4.05M	Buy	21,689 +2,033	+10%	+$408K	0.47%	57
2022 Q3	$3.67M	Buy	+19,656	New	+$3.97M	0.45%	55

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Icon Wealth Advisors's ADSK Position: Q1 2026 in Review

Icon Wealth Advisors increased its Autodesk (ADSK) stake by 1.8% in Q1 2026, buying an estimated $20.9K and bringing the position to 4,722 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #159.

Icon Wealth Advisors first reported a position in ADSK in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.05M in Q4 2022. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Icon Wealth Advisors held 4,722 shares of Autodesk worth $1.11M as of Q1 2026.
Icon Wealth Advisors bought 83 Autodesk shares in Q1 2026, an estimated $20.9K.
Autodesk made up 0.07% of Icon Wealth Advisors's portfolio in Q1 2026, its #159 holding.
Icon Wealth Advisors first reported a position in Autodesk in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Autodesk position peaked at $4.05M in Q4 2022.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.