Legacy Trust’s Autodesk ADSK Stock Holding History

Legacy Trust’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	–	Sell	-1,655	Closed	-$396K	–	212
2026 Q1	$396K	Hold	1,655	–	–	0.08%	152
2025 Q4	$490K	Sell	1,655 -10	-0.6%	-$3.03K	0.09%	125
2025 Q3	$529K	Buy	+1,665	New	+$507K	0.1%	122

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Legacy Trust's ADSK Position: Q2 2026 in Review

Legacy Trust sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,655 shares — an estimated $396K sold.

Legacy Trust first reported a position in ADSK in Q3 2025 and held it in 3 quarters. The position peaked at $529K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Legacy Trust reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Legacy Trust sold 1,655 Autodesk shares in Q2 2026, an estimated $396K.
Legacy Trust first reported a position in Autodesk in Q3 2025 and held it in 3 quarters.
Legacy Trust's Autodesk position peaked at $529K in Q3 2025.
1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.