KAS
ADSK icon

Kestra Advisory Services’s Autodesk ADSK Stock Holding History

Kestra Advisory Services’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 		$1.63M Sell
6,826
-1,001
-13% -$252K 0.01% 1427
2025
Q4 		$2.32M Buy
7,827
+960
+14% +$290K 0.01% 1134
2025
Q3 		$2.18M Sell
6,867
-1,048
-13% -$319K 0.01% 1100
2025
Q2 		$2.45M Buy
7,915
+643
+9% +$182K 0.01% 979
2025
Q1 		$1.9M Sell
7,272
-1,697
-19% -$483K 0.01% 1011
2024
Q4 		$2.65M Sell
8,969
-514
-5% -$152K 0.01% 853
2024
Q3 		$2.61M Sell
9,483
-1,438
-13% -$362K 0.01% 826
2024
Q2 		$2.7M Sell
10,921
-1,761
-14% -$396K 0.02% 818
2024
Q1 		$3.3M Buy
12,682
+1,275
+11% +$323K 0.02% 672
2023
Q4 		$2.78M Buy
11,407
+874
+8% +$189K 0.02% 660
2023
Q3 		$2.18M Sell
10,533
-906
-8% -$190K 0.02% 657
2023
Q2 		$2.34M Sell
11,439
-2,575
-18% -$515K 0.02% 619
2023
Q1 		$2.92M Sell
14,014
-17,582
-56% -$3.62M 0.03% 521
2022
Q4 		$5.9M Buy
31,596
+6,588
+26% +$1.32M 0.05% 379
2022
Q3 		$4.67M Buy
25,008
+3,442
+16% +$696K 0.05% 389
2022
Q2 		$3.71M Buy
21,566
+1,525
+8% +$293K 0.04% 448
2022
Q1 		$4.3M Buy
20,041
+1,896
+10% +$437K 0.04% 414
2021
Q4 		$5.1M Buy
18,145
+1,250
+7% +$364K 0.05% 369
2021
Q3 		$4.82M Buy
16,895
+879
+5% +$269K 0.05% 401
2021
Q2 		$4.67M Buy
16,016
+229
+1% +$65.3K 0.05% 374
2021
Q1 		$4.38M Buy
15,787
+13,962
+765% +$4.03M 0.06% 362
2020
Q4 		$546K Buy
+1,825
New +$481K 0.01% 1162

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

Kestra Advisory Services's ADSK Position: Q1 2026 in Review

Kestra Advisory Services reduced its Autodesk (ADSK) stake by 13% in Q1 2026, selling an estimated $252K and leaving 6,826 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1427.

Kestra Advisory Services first reported a position in ADSK in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.9M in Q4 2022. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Kestra Advisory Services held 6,826 shares of Autodesk worth $1.63M as of Q1 2026.
  • Kestra Advisory Services sold 1,001 Autodesk shares in Q1 2026, an estimated $252K.
  • Autodesk made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1427 holding.
  • Kestra Advisory Services first reported a position in Autodesk in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's Autodesk position peaked at $5.9M in Q4 2022.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.