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Steward Partners Investment Advisory’s Autodesk ADSK Stock Holding History

Steward Partners Investment Advisory’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 		$5.24M Buy
21,902
+1,299
+6% +$327K 0.03% 501
2025
Q4 		$6.1M Buy
20,603
+805
+4% +$244K 0.03% 424
2025
Q3 		$6.29M Buy
19,798
+1,745
+10% +$532K 0.04% 414
2025
Q2 		$5.59M Buy
18,053
+1,046
+6% +$297K 0.04% 395
2025
Q1 		$4.45M Buy
17,007
+778
+5% +$221K 0.04% 431
2024
Q4 		$4.8M Buy
16,229
+553
+4% +$163K 0.04% 384
2024
Q3 		$4.32M Buy
15,676
+1,072
+7% +$270K 0.04% 401
2024
Q2 		$3.61M Sell
14,604
-2,188
-13% -$492K 0.04% 416
2024
Q1 		$4.37M Buy
16,792
+7,829
+87% +$1.98M 0.05% 361
2023
Q4 		$2.18M Sell
8,963
-655
-7% -$141K 0.03% 483
2023
Q3 		$1.99M Sell
9,618
-253
-3% -$53.2K 0.03% 474
2023
Q2 		$2.02M Sell
9,871
-363
-4% -$72.6K 0.03% 477
2023
Q1 		$2.13M Buy
10,234
+1,058
+12% +$218K 0.03% 452
2022
Q4 		$1.71M Sell
9,176
-1,874
-17% -$376K 0.03% 499
2022
Q3 		$2.06M Sell
11,050
-311
-3% -$62.8K 0.04% 420
2022
Q2 		$1.95M Sell
11,361
-2,005
-15% -$386K 0.04% 439
2022
Q1 		$2.87M Sell
13,366
-1,273
-9% -$293K 0.04% 378
2021
Q4 		$4.12M Buy
14,639
+432
+3% +$126K 0.06% 304
2021
Q3 		$4.05M Buy
14,207
+629
+5% +$193K 0.07% 289
2021
Q2 		$3.96M Sell
13,578
-143
-1% -$40.8K 0.07% 295
2021
Q1 		$3.8M Buy
13,721
+795
+6% +$229K 0.07% 295
2020
Q4 		$3.95M Buy
12,926
+1,854
+17% +$489K 0.09% 238
2020
Q3 		$2.56M Buy
11,072
+1,063
+11% +$253K 0.06% 279
2020
Q2 		$2.39M Buy
10,009
+5,147
+106% +$1.01M 0.07% 275
2020
Q1 		$758K Buy
4,862
+2,032
+72% +$373K 0.03% 460
2019
Q4 		$519K Hold
2,830
– – 0.02% 624
2019
Q3 		$417K Buy
2,830
+296
+12% +$46.1K 0.01% 633
2019
Q2 		$412K Buy
2,534
+796
+46% +$134K 0.02% 603
2019
Q1 		$270K Sell
1,738
-94
-5% -$14.1K 0.01% 667
2018
Q4 		$235K Buy
1,832
+268
+17% +$36.2K 0.01% 661
2018
Q3 		$244K Buy
1,564
+147
+10% +$20.8K 0.01% 676
2018
Q2 		$186K Buy
1,417
+492
+53% +$65.2K 0.01% 665
2018
Q1 		$116K Buy
925
+432
+88% +$51.4K 0.01% 733
2017
Q4 		$51K Buy
493
+234
+90% +$27.3K ﹤0.01% 818
2017
Q3 		$29K Buy
259
+5
+2% +$552 ﹤0.01% 834
2017
Q2 		$25K Buy
254
+123
+94% +$12.2K ﹤0.01% 803
2017
Q1 		$11K Hold
131
– – ﹤0.01% 908
2016
Q4 		$9K Buy
+131
New +$9.64K ﹤0.01% 569

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

Steward Partners Investment Advisory's ADSK Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Autodesk (ADSK) stake by 6.3% in Q1 2026, buying an estimated $327K and bringing the position to 21,902 shares worth $5.24M. The position accounts for 0.03% of the portfolio, ranked #501.

Steward Partners Investment Advisory first reported a position in ADSK in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.29M in Q3 2025. 1,312 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Steward Partners Investment Advisory held 21,902 shares of Autodesk worth $5.24M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,299 Autodesk shares in Q1 2026, an estimated $327K.
  • Autodesk made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #501 holding.
  • Steward Partners Investment Advisory first reported a position in Autodesk in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Autodesk position peaked at $6.29M in Q3 2025.
  • 1,312 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.