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Legacy Advisors’s Autodesk ADSK Stock Holding History

Legacy 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
2025
Q1 		$277K Buy
1,059
+77
+8% +$21.9K 0.03% 345
2024
Q4 		$290K Buy
982
+32
+3% +$9.45K 0.03% 316
2024
Q3 		$262K Buy
+950
New +$239K 0.03% 315
2018
Q4 		– Sell
-43
Closed -$7K – 116
2018
Q3 		$7K Buy
+43
New +$6.07K ﹤0.01% 382
2018
Q1 		– Sell
-175
Closed -$18K – 384
2017
Q4 		$18K Buy
+175
New +$20.4K 0.02% 197

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Legacy Advisors's ADSK Position: Q1 2025 in Review

Legacy Advisors increased its Autodesk (ADSK) stake by 7.8% in Q1 2025, buying an estimated $21.9K and bringing the position to 1,059 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #345.

Legacy Advisors first reported a position in ADSK in Q4 2017 and has held it in 5 quarters since. The position peaked at $290K in Q4 2024. 1,314 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Legacy Advisors held 1,059 shares of Autodesk worth $277K as of Q1 2025.
  • Legacy Advisors bought 77 Autodesk shares in Q1 2025, an estimated $21.9K.
  • Autodesk made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #345 holding.
  • Legacy Advisors first reported a position in Autodesk in Q4 2017 and has held it in 5 quarters since.
  • Legacy Advisors's Autodesk position peaked at $290K in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.