SIA
ADSK icon

Soltis Investment Advisors’s Autodesk ADSK Stock Holding History

Soltis 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 		$237K Sell
990
-10,274
-91% -$2.58M 0.02% 504
2025
Q4 		$3.33M Buy
11,264
+757
+7% +$229K 0.22% 108
2025
Q3 		$3.34M Buy
10,507
+206
+2% +$62.8K 0.23% 105
2025
Q2 		$3.19M Buy
10,301
+4,141
+67% +$1.17M 0.25% 99
2025
Q1 		$1.61M Sell
6,160
-10,524
-63% -$2.99M 0.14% 142
2024
Q4 		$4.93M Buy
16,684
+13,584
+438% +$4.01M 0.46% 62
2024
Q3 		$854K Sell
3,100
-9
-0.3% -$2.27K 0.08% 165
2024
Q2 		$769K Buy
+3,109
New +$698K 0.08% 169

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

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

Soltis Investment Advisors reduced its Autodesk (ADSK) stake by 91% in Q1 2026, selling an estimated $2.58M and leaving 990 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #504.

Soltis Investment Advisors first reported a position in ADSK in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.93M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Soltis Investment Advisors held 990 shares of Autodesk worth $237K as of Q1 2026.
  • Soltis Investment Advisors sold 10,274 Autodesk shares in Q1 2026, an estimated $2.58M.
  • Autodesk made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #504 holding.
  • Soltis Investment Advisors first reported a position in Autodesk in Q2 2024 and has held it in 8 quarters since.
  • Soltis Investment Advisors's Autodesk position peaked at $4.93M in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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