Kovitz Investment Group Partners
ADSK icon

Kovitz Investment Group Partners’s Autodesk ADSK Stock Holding History

Kovitz Investment Group Partners’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 		$2.58M Sell
10,796
-685
-6% -$172K 0.06% 198
2025
Q4 		$3.4M Sell
11,481
-28,822
-72% -$8.72M 0.08% 172
2025
Q3 		$12.8M Buy
40,303
+3,057
+8% +$932K 0.05% 284
2025
Q2 		$11.5M Buy
37,246
+5,339
+17% +$1.51M 0.05% 281
2025
Q1 		$8.35M Buy
31,907
+3,934
+14% +$1.12M 0.04% 303
2024
Q4 		$8.27M Buy
27,973
+382
+1% +$113K 0.04% 308
2024
Q3 		$6.8M Buy
27,591
+2,437
+10% +$613K 0.05% 291
2024
Q2 		$6.22M Sell
25,154
-8,579
-25% -$1.93M 0.05% 251
2024
Q1 		$8.78M Sell
33,733
-3,748
-10% -$948K 0.11% 137
2023
Q4 		$9.13M Sell
37,481
-295,036
-89% -$63.7M 0.15% 76
2023
Q3 		$68.8M Sell
332,517
-88,106
-21% -$18.5M 1.24% 29
2023
Q2 		$86.1M Buy
420,623
+63,015
+18% +$12.6M 1.26% 30
2023
Q1 		$74.4M Sell
357,608
-62,706
-15% -$12.9M 1.29% 28
2022
Q4 		$78.5M Sell
420,314
-16,179
-4% -$3.25M 1.55% 18
2022
Q3 		$81.5M Buy
436,493
+42,433
+11% +$8.57M 1.89% 14
2022
Q2 		$67.8M Sell
394,060
-2,329
-0.6% -$448K 1.5% 22
2022
Q1 		$85M Buy
396,389
+125,379
+46% +$28.9M 1.62% 16
2021
Q4 		$81.5M Sell
271,010
-65,882
-20% -$19.2M 1.92% 14
2021
Q3 		$96.1M Buy
336,892
+26,826
+9% +$8.21M 1.91% 15
2021
Q2 		$90.5M Buy
310,066
+27,995
+10% +$7.99M 1.78% 17
2021
Q1 		$78.2M Buy
282,071
+14,937
+6% +$4.31M 1.83% 15
2020
Q4 		$81.6M Buy
267,134
+5,408
+2% +$1.43M 1.99% 14
2020
Q3 		$60.5M Buy
261,726
+96,833
+59% +$23M 1.69% 19
2020
Q2 		$39.4M Buy
164,893
+30,371
+23% +$5.97M 1.22% 29
2020
Q1 		$21M Buy
+134,522
New +$24.7M 0.76% 36

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

Kovitz Investment Group Partners's ADSK Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Autodesk (ADSK) stake by 6% in Q1 2026, selling an estimated $172K and leaving 10,796 shares worth $2.58M. The position accounts for 0.06% of the portfolio, ranked #198.

Kovitz Investment Group Partners first reported a position in ADSK in Q1 2020 and has held it in 25 quarters since. The position peaked at $96.1M in Q3 2021. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Kovitz Investment Group Partners held 10,796 shares of Autodesk worth $2.58M as of Q1 2026.
  • Kovitz Investment Group Partners sold 685 Autodesk shares in Q1 2026, an estimated $172K.
  • Autodesk made up 0.06% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #198 holding.
  • Kovitz Investment Group Partners first reported a position in Autodesk in Q1 2020 and has held it in 25 quarters since.
  • Kovitz Investment Group Partners's Autodesk position peaked at $96.1M in Q3 2021.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.