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Mount Yale Investment Advisors’s Autodesk ADSK Stock Holding History

Mount Yale 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 		$837K Buy
3,497
+1,639
+88% +$412K 0.02% 568
2025
Q4 		$550K Buy
+1,858
New +$562K 0.03% 439
2025
Q3 		– Sell
-1,572
Closed -$487K – 691
2025
Q2 		$487K Sell
1,572
-215
-12% -$61K 0.04% 347
2025
Q1 		$468K Sell
1,787
-77
-4% -$21.9K 0.04% 340
2024
Q4 		$551K Buy
1,864
+35
+2% +$10.3K 0.04% 326
2024
Q3 		$504K Sell
1,829
-7
-0.4% -$1.76K 0.05% 341
2024
Q2 		$454K Hold
1,836
– – 0.04% 362
2024
Q1 		$478K Sell
1,836
-85
-4% -$21.5K 0.04% 359
2023
Q4 		$468K Sell
1,921
-11
-0.6% -$2.38K 0.04% 329
2023
Q3 		$400K Sell
1,932
-7
-0.4% -$1.47K 0.04% 341
2023
Q2 		$397K Sell
1,939
-2,219
-53% -$444K 0.04% 339
2023
Q1 		$866K Buy
4,158
+2,330
+127% +$480K 0.1% 212
2022
Q4 		$342K Sell
1,828
-4,722
-72% -$948K 0.04% 339
2022
Q3 		$1.22M Buy
6,550
+119
+2% +$24K 0.16% 137
2022
Q2 		$1.11M Sell
6,431
-337
-5% -$64.8K 0.14% 160
2022
Q1 		$1.45M Buy
6,768
+4,672
+223% +$1.08M 0.16% 142
2021
Q4 		$589K Buy
+2,096
New +$611K 0.06% 275
2018
Q4 		– Sell
-135
Closed -$19K – 320
2018
Q3 		$19K Sell
135
-464
-77% -$65.5K ﹤0.01% 788
2018
Q2 		$79K Sell
599
-65
-10% -$8.61K 0.02% 531
2018
Q1 		$83K Buy
+664
New +$79.1K 0.02% 506

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

Mount Yale Investment Advisors's ADSK Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Autodesk (ADSK) stake by 88% in Q1 2026, buying an estimated $412K and bringing the position to 3,497 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #568.

Mount Yale Investment Advisors first reported a position in ADSK in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.45M in Q1 2022. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Mount Yale Investment Advisors held 3,497 shares of Autodesk worth $837K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,639 Autodesk shares in Q1 2026, an estimated $412K.
  • Autodesk made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #568 holding.
  • Mount Yale Investment Advisors first reported a position in Autodesk in Q1 2018 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Autodesk position peaked at $1.45M in Q1 2022.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.