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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
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
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

Legacy Trust's ADSK Position: Q1 2026 in Review

Legacy Trust held its Autodesk (ADSK) position steady in Q1 2026 at 1,655 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #152.

Legacy Trust first reported a position in ADSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $529K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Legacy Trust held 1,655 shares of Autodesk worth $396K as of Q1 2026.
  • Legacy Trust left its Autodesk share count unchanged in Q1 2026.
  • Autodesk made up 0.08% of Legacy Trust's portfolio in Q1 2026, its #152 holding.
  • Legacy Trust first reported a position in Autodesk in Q3 2025 and has held it in 3 quarters since.
  • Legacy Trust's Autodesk position peaked at $529K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.