Leonard Rickey Investment Advisors’s Autodesk ADSK Stock Holding History

Leonard Rickey Investment 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 Q1	–	Sell	-816	Closed	-$242K	–	119
2025 Q4	$242K	Buy	816 +11	+1%	+$3.33K	0.04%	103
2025 Q3	$256K	Buy	805 +48	+6%	+$14.6K	0.05%	96
2025 Q2	$234K	Buy	+757	New	+$215K	0.05%	106
2025 Q1	–	Sell	-715	Closed	-$211K	–	108
2024 Q4	$211K	Buy	+715	New	+$211K	0.05%	103

Other funds holding ADSK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Leonard Rickey Investment Advisors's ADSK Position: Q1 2026 in Review

Leonard Rickey Investment Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 816 shares — an estimated $242K sold.

Leonard Rickey Investment Advisors first reported a position in ADSK in Q4 2024 and held it in 4 quarters. The position peaked at $256K in Q3 2025. 1,318 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Leonard Rickey Investment Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 816 Autodesk shares in Q1 2026, an estimated $242K.
Leonard Rickey Investment Advisors first reported a position in Autodesk in Q4 2024 and held it in 4 quarters.
Leonard Rickey Investment Advisors's Autodesk position peaked at $256K in Q3 2025.
1,318 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.