Key Financial Inc’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.9K Hold
33
﹤0.01% 932
2025
Q4
$9.77K Hold
33
﹤0.01% 889
2025
Q3
$10.4K Hold
33
﹤0.01% 871
2025
Q2
$10.2K Hold
33
﹤0.01% 854
2025
Q1
$8.64K Hold
33
﹤0.01% 856
2024
Q4
$9.75K Hold
33
﹤0.01% 814
2024
Q3
$9.09K Buy
33
+4
+14% +$1.01K ﹤0.01% 823
2024
Q2
$7.18K Buy
29
+2
+7% +$449 ﹤0.01% 857
2024
Q1
$7.03K Hold
27
﹤0.01% 846
2023
Q4
$6.57K Hold
27
﹤0.01% 842
2023
Q3
$5.59K Hold
27
﹤0.01% 872
2023
Q2
$5.52K Buy
27
+18
+200% +$3.6K ﹤0.01% 906
2023
Q1
$1.87K Hold
9
﹤0.01% 966
2022
Q4
$1.68K Hold
9
﹤0.01% 976
2022
Q3
$2K Hold
9
﹤0.01% 923
2022
Q2
$2K Hold
9
﹤0.01% 917
2022
Q1
$2K Hold
9
﹤0.01% 902
2021
Q4
$3K Buy
+9
New +$2.62K ﹤0.01% 766

Other funds holding ADSK

Key Financial Inc's ADSK Position: Q1 2026 in Review

Key Financial Inc held its Autodesk (ADSK) position steady in Q1 2026 at 33 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Key Financial Inc first reported a position in ADSK in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.4K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Key Financial Inc held 33 shares of Autodesk worth $7.9K as of Q1 2026.
  • Key Financial Inc left its Autodesk share count unchanged in Q1 2026.
  • Autodesk made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #932 holding.
  • Key Financial Inc first reported a position in Autodesk in Q4 2021 and has held it in 18 quarters since.
  • Key Financial Inc's Autodesk position peaked at $10.4K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.