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Moneta Group Investment Advisors’s Autodesk ADSK Stock Holding History

Moneta Group 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 		$299K Buy
1,247
+215
+21% +$54K ﹤0.01% 627
2025
Q4 		$306K Sell
1,032
-29
-3% -$8.77K ﹤0.01% 628
2025
Q3 		$337K Buy
1,061
+100
+10% +$30.5K ﹤0.01% 593
2025
Q2 		$297K Buy
961
+73
+8% +$20.7K ﹤0.01% 564
2025
Q1 		$232K Buy
888
+30
+3% +$8.53K ﹤0.01% 589
2024
Q4 		$254K Sell
858
-222
-21% -$65.6K ﹤0.01% 581
2024
Q3 		$298K Buy
1,080
+62
+6% +$15.6K ﹤0.01% 519
2024
Q2 		$252K Sell
1,018
-109
-10% -$24.5K ﹤0.01% 525
2024
Q1 		$293K Buy
1,127
+133
+13% +$33.7K ﹤0.01% 494
2023
Q4 		$242K Buy
994
+20
+2% +$4.32K ﹤0.01% 492
2023
Q3 		$202K Buy
+974
New +$205K ﹤0.01% 491
2018
Q1 		– Sell
-3
Closed – – 599
2017
Q4 		$0 Buy
+3
New +$350 ﹤0.01% 459

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

Moneta Group Investment Advisors's ADSK Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Autodesk (ADSK) stake by 21% in Q1 2026, buying an estimated $54K and bringing the position to 1,247 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Moneta Group Investment Advisors first reported a position in ADSK in Q4 2017 and has held it in 12 quarters since. The position peaked at $337K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Moneta Group Investment Advisors held 1,247 shares of Autodesk worth $299K as of Q1 2026.
  • Moneta Group Investment Advisors bought 215 Autodesk shares in Q1 2026, an estimated $54K.
  • Autodesk made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #627 holding.
  • Moneta Group Investment Advisors first reported a position in Autodesk in Q4 2017 and has held it in 12 quarters since.
  • Moneta Group Investment Advisors's Autodesk position peaked at $337K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.