LRI Investments’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
$178K Buy
916
+694
+313% +$159K 0.01% 350
2026
Q1
$53.1K Sell
222
-18
-8% -$4.52K ﹤0.01% 507
2025
Q4
$71K Hold
240
0.01% 485
2025
Q3
$76.2K Buy
240
+5
+2% +$1.52K 0.01% 474
2025
Q2
$72.7K Buy
235
+11
+5% +$3.12K 0.01% 488
2025
Q1
$58.6K Sell
224
-38
-15% -$10.8K 0.01% 513
2024
Q4
$77.4K Sell
262
-37
-12% -$10.9K 0.01% 458
2024
Q3
$91.7K Sell
299
-831
-74% -$209K 0.01% 420
2024
Q2
$280K Buy
1,130
+1,031
+1,041% +$232K 0.03% 192
2024
Q1
$25.8K Buy
+99
New +$25.1K 0.01% 343

Other funds holding ADSK

LRI Investments's ADSK Position: Q2 2026 in Review

LRI Investments increased its Autodesk (ADSK) stake by 313% in Q2 2026, buying an estimated $159K and bringing the position to 916 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #350.

LRI Investments first reported a position in ADSK in Q1 2024 and has held it in 10 quarters since. The position peaked at $280K in Q2 2024. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • LRI Investments held 916 shares of Autodesk worth $178K as of Q2 2026.
  • LRI Investments bought 694 Autodesk shares in Q2 2026, an estimated $159K.
  • Autodesk made up 0.01% of LRI Investments's portfolio in Q2 2026, its #350 holding.
  • LRI Investments first reported a position in Autodesk in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Autodesk position peaked at $280K in Q2 2024.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.