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Legacy Wealth Asset Management’s Autodesk ADSK Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$693K Sell
3,317
-876
-21% -$200K 0.15% 195
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Legacy Wealth Asset Management's ADSK Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Autodesk (ADSK) stake by 21% in Q3 2026, selling an estimated $200K and leaving 3,317 shares worth $693K. The position accounts for 0.15% of the portfolio, ranked #195.

Legacy Wealth Asset Management first reported a position in ADSK in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.28M in Q2 2025. 44 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Legacy Wealth Asset Management held 3,317 shares of Autodesk worth $693K as of Q3 2026.
  • Legacy Wealth Asset Management sold 876 Autodesk shares in Q3 2026, an estimated $200K.
  • Autodesk made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #195 holding.
  • Legacy Wealth Asset Management first reported a position in Autodesk in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Autodesk position peaked at $2.28M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.