Legacy Wealth Asset Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$815K Buy
4,193
+82
+2% +$18.7K 0.18% 161
2026
Q1
$984K Buy
4,111
+52
+1% +$13.1K 0.24% 123
2025
Q4
$1.2M Buy
4,059
+27
+0.7% +$8.17K 0.3% 95
2025
Q3
$1.28M Sell
4,032
-3,349
-45% -$1.02M 0.31% 91
2025
Q2
$2.28M Sell
7,381
-77
-1% -$21.8K 0.58% 34
2025
Q1
$1.95M Sell
7,458
-113
-1% -$32.1K 0.54% 38
2024
Q4
$2.24M Sell
7,571
-228
-3% -$67.4K 0.61% 30
2024
Q3
$2.15M Buy
7,799
+19
+0.2% +$4.78K 0.58% 41
2024
Q2
$1.93M Buy
7,780
+194
+3% +$43.6K 0.54% 43
2024
Q1
$1.98M Sell
7,586
-71
-0.9% -$18K 0.55% 41
2023
Q4
$1.86M Sell
7,657
-103
-1% -$22.2K 0.61% 38
2023
Q3
$1.61M Sell
7,760
-31
-0.4% -$6.51K 0.59% 43
2023
Q2
$1.59M Buy
7,791
+89
+1% +$17.8K 0.56% 39
2023
Q1
$1.6M Buy
7,702
+70
+0.9% +$14.4K 0.58% 36
2022
Q4
$1.43M Buy
7,632
+103
+1% +$20.7K 0.54% 43
2022
Q3
$1.41M Buy
7,529
+3,861
+105% +$780K 0.61% 31
2022
Q2
$631K Buy
3,668
+150
+4% +$28.8K 0.26% 148
2022
Q1
$754K Buy
3,518
+181
+5% +$41.7K 0.27% 147
2021
Q4
$938K Buy
3,337
+249
+8% +$72.6K 0.32% 121
2021
Q3
$881K Buy
3,088
+18
+0.6% +$5.51K 0.4% 89
2021
Q2
$896K Buy
3,070
+49
+2% +$14K 0.4% 84
2021
Q1
$837K Buy
3,021
+48
+2% +$13.8K 0.39% 89
2020
Q4
$908K Buy
+2,973
New +$783K 0.46% 56

Other funds holding ADSK

Legacy Wealth Asset Management's ADSK Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Autodesk (ADSK) stake by 2% in Q2 2026, buying an estimated $18.7K and bringing the position to 4,193 shares worth $815K. The position accounts for 0.18% of the portfolio, ranked #161.

Legacy Wealth Asset Management first reported a position in ADSK in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.28M in Q2 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Legacy Wealth Asset Management held 4,193 shares of Autodesk worth $815K as of Q2 2026.
  • Legacy Wealth Asset Management bought 82 Autodesk shares in Q2 2026, an estimated $18.7K.
  • Autodesk made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #161 holding.
  • Legacy Wealth Asset Management first reported a position in Autodesk in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Autodesk position peaked at $2.28M in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.