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Legacy Financial Advisors’s Autodesk ADSK Stock Holding History

Legacy Financial 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
2026
Q2 		$665K Sell
3,422
-84
-2% -$19.2K 0.08% 193
2026
Q1 		$839K Sell
3,506
-56
-2% -$14.1K 0.12% 157
2025
Q4 		$1.05M Sell
3,562
-88
-2% -$26.6K 0.15% 125
2025
Q3 		$1.16M Sell
3,650
-113
-3% -$34.4K 0.16% 101
2025
Q2 		$1.16M Sell
3,763
-69
-2% -$19.6K 0.18% 92
2025
Q1 		$1M Buy
3,832
+177
+5% +$50.3K 0.17% 103
2024
Q4 		$1.08M Sell
3,655
-2
-0.1% -$591 0.18% 96
2024
Q3 		$1.01M Buy
3,657
+55
+2% +$13.8K 0.17% 98
2024
Q2 		$891K Buy
3,602
+199
+6% +$44.7K 0.16% 106
2024
Q1 		$886K Buy
3,403
+200
+6% +$50.6K 0.16% 105
2023
Q4 		$780K Buy
3,203
+351
+12% +$75.8K 0.15% 109
2023
Q3 		$590K Buy
2,852
+711
+33% +$149K 0.12% 111
2023
Q2 		$438K Buy
2,141
+354
+20% +$70.8K 0.08% 153
2023
Q1 		$372K Sell
1,787
-166
-8% -$34.2K 0.08% 162
2022
Q4 		$365K Buy
1,953
+131
+7% +$26.3K 0.08% 152
2022
Q3 		$340K Buy
1,822
+92
+5% +$18.6K 0.08% 142
2022
Q2 		$298K Buy
1,730
+384
+29% +$73.8K 0.07% 151
2022
Q1 		$289K Sell
1,346
-55
-4% -$12.7K 0.07% 165
2021
Q4 		$394K Buy
1,401
+324
+30% +$94.4K 0.09% 113
2021
Q3 		$307K Sell
1,077
-16
-1% -$4.9K 0.08% 117
2021
Q2 		$319K Buy
1,093
+43
+4% +$12.3K 0.08% 116
2021
Q1 		$291K Buy
1,050
+82
+8% +$23.6K 0.08% 113
2020
Q4 		$295K Buy
+968
New +$255K 0.08% 98
2019
Q2 		– Sell
-464
Closed -$72K – 131
2019
Q1 		$72K Buy
464
+6
+1% +$897 0.02% 216
2018
Q4 		$59K Buy
458
+271
+145% +$36.6K 0.02% 208
2018
Q3 		$29K Hold
187
– – 0.01% 315
2018
Q2 		$26K Buy
187
+11
+6% +$1.46K 0.01% 336
2018
Q1 		$23K Hold
176
– – 0.01% 346
2017
Q4 		$18K Buy
+176
New +$20.5K 0.01% 374

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Legacy Financial Advisors's ADSK Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Autodesk (ADSK) stake by 2.4% in Q2 2026, selling an estimated $19.2K and leaving 3,422 shares worth $665K. The position accounts for 0.08% of the portfolio, ranked #193.

Legacy Financial Advisors first reported a position in ADSK in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.16M in Q2 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Legacy Financial Advisors held 3,422 shares of Autodesk worth $665K as of Q2 2026.
  • Legacy Financial Advisors sold 84 Autodesk shares in Q2 2026, an estimated $19.2K.
  • Autodesk made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #193 holding.
  • Legacy Financial Advisors first reported a position in Autodesk in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Autodesk position peaked at $1.16M in Q2 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.