JIC
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Joel Isaacson & Co’s Autodesk ADSK Stock Holding History

Joel Isaacson & Co’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 		$932K Buy
3,894
+197
+5% +$49.5K 0.03% 198
2025
Q4 		$1.09M Sell
3,697
-9
-0.2% -$2.72K 0.04% 179
2025
Q3 		$1.18M Sell
3,706
-600
-14% -$183K 0.04% 164
2025
Q2 		$1.33M Buy
4,306
+1,600
+59% +$454K 0.05% 143
2025
Q1 		$708K Buy
2,706
+50
+2% +$14.2K 0.03% 194
2024
Q4 		$785K Hold
2,656
– – 0.04% 174
2024
Q3 		$732K Hold
2,656
– – 0.03% 171
2024
Q2 		$657K Buy
2,656
+119
+5% +$26.7K 0.03% 175
2024
Q1 		$661K Hold
2,537
– – 0.04% 176
2023
Q4 		$618K Sell
2,537
-27
-1% -$5.83K 0.04% 166
2023
Q3 		$531K Hold
2,564
– – 0.04% 179
2023
Q2 		$525K Hold
2,564
– – 0.04% 185
2023
Q1 		$534K Hold
2,564
– – 0.04% 180
2022
Q4 		$479K Sell
2,564
-39
-1% -$7.83K 0.04% 184
2022
Q3 		$486K Sell
2,603
-16
-0.6% -$3.23K 0.04% 168
2022
Q2 		$450K Buy
2,619
+16
+0.6% +$3.08K 0.04% 174
2022
Q1 		$512K Hold
2,603
– – 0.04% 173
2021
Q4 		$732K Hold
2,603
– – 0.05% 149
2021
Q3 		$742K Buy
2,603
+9
+0.3% +$2.75K 0.06% 144
2021
Q2 		$757K Hold
2,594
– – 0.06% 132
2021
Q1 		$719K Buy
2,594
+1,601
+161% +$462K 0.06% 120
2020
Q4 		$303K Buy
993
+39
+4% +$10.3K 0.03% 195
2020
Q3 		$220K Hold
954
– – 0.03% 208
2020
Q2 		$228K Buy
+954
New +$188K 0.03% 190
2017
Q2 		– Sell
-2,498
Closed -$216K – 178
2017
Q1 		$216K Buy
+2,498
New +$209K 0.04% 160
2013
Q4 		– Sell
-1,000
Closed -$41K – 504
2013
Q3 		$41K Hold
1,000
– – 0.02% 286
2013
Q2 		$34K Buy
+1,000
New +$37.3K 0.02% 267

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

Joel Isaacson & Co's ADSK Position: Q1 2026 in Review

Joel Isaacson & Co increased its Autodesk (ADSK) stake by 5.3% in Q1 2026, buying an estimated $49.5K and bringing the position to 3,894 shares worth $932K. The position accounts for 0.03% of the portfolio, ranked #198.

Joel Isaacson & Co first reported a position in ADSK in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.33M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Joel Isaacson & Co held 3,894 shares of Autodesk worth $932K as of Q1 2026.
  • Joel Isaacson & Co bought 197 Autodesk shares in Q1 2026, an estimated $49.5K.
  • Autodesk made up 0.03% of Joel Isaacson & Co's portfolio in Q1 2026, its #198 holding.
  • Joel Isaacson & Co first reported a position in Autodesk in Q2 2013 and has held it in 27 quarters since.
  • Joel Isaacson & Co's Autodesk position peaked at $1.33M in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.