OneDigital Investment Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$979K Buy
4,089
+595
+17% +$150K 0.01% 689
2025
Q4
$1.03M Buy
3,494
+90
+3% +$27.2K 0.01% 664
2025
Q3
$1.08M Sell
3,404
-368
-10% -$112K 0.01% 632
2025
Q2
$1.17M Sell
3,772
-1,612
-30% -$457K 0.01% 586
2025
Q1
$1.41M Buy
5,384
+7
+0.1% +$1.99K 0.02% 503
2024
Q4
$1.59M Sell
5,377
-16
-0.3% -$4.73K 0.02% 483
2024
Q3
$1.49M Sell
5,393
-754
-12% -$190K 0.02% 534
2024
Q2
$1.52M Buy
6,147
+3,408
+124% +$766K 0.02% 485
2024
Q1
$713K Sell
2,739
-827
-23% -$209K 0.01% 616
2023
Q4
$868K Buy
3,566
+2,456
+221% +$530K 0.02% 528
2023
Q3
$230K Sell
1,110
-41
-4% -$8.62K 0.01% 896
2023
Q2
$236K Sell
1,151
-15
-1% -$3K 0.01% 904
2023
Q1
$243K Buy
+1,166
New +$240K 0.01% 844
2021
Q1
Sell
-808
Closed -$247K 696
2020
Q4
$247K Buy
+808
New +$213K 0.01% 535

Other funds holding ADSK

OneDigital Investment Advisors's ADSK Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Autodesk (ADSK) stake by 17% in Q1 2026, buying an estimated $150K and bringing the position to 4,089 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #689.

OneDigital Investment Advisors first reported a position in ADSK in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.59M in Q4 2024. 1,313 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • OneDigital Investment Advisors held 4,089 shares of Autodesk worth $979K as of Q1 2026.
  • OneDigital Investment Advisors bought 595 Autodesk shares in Q1 2026, an estimated $150K.
  • Autodesk made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #689 holding.
  • OneDigital Investment Advisors first reported a position in Autodesk in Q4 2020 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's Autodesk position peaked at $1.59M in Q4 2024.
  • 1,313 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.