United Asset Strategies’s Autodesk ADSK Stock Holding History

United Asset Strategies’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	–	Sell	-4,422	Closed	-$1.31M	–	258
2025 Q4	$1.31M	Buy	4,422 +1,651	+60%	+$500K	0.1%	132
2025 Q3	$880K	Sell	2,771 -15	-0.5%	-$4.57K	0.07%	155
2025 Q2	$862K	Buy	+2,786	New	+$790K	0.07%	154
2024 Q2	–	Sell	-5,977	Closed	-$1.56M	–	227
2024 Q1	$1.56M	Sell	5,977 -70	-1%	-$17.7K	0.16%	117
2023 Q4	$1.47M	Buy	6,047 +35	+0.6%	+$7.56K	0.17%	116
2023 Q3	$1.24M	Buy	6,012 +468	+8%	+$98.3K	0.16%	127
2023 Q2	$1.13M	Buy	5,544 +48	+0.9%	+$9.6K	0.14%	131
2023 Q1	$1.14M	Sell	5,496 -223	-4%	-$45.9K	0.15%	130
2022 Q4	$1.07M	Buy	+5,719	New	+$1.15M	0.15%	131
2021 Q1	–	Sell	-3,007	Closed	-$918K	–	214
2020 Q4	$918K	Buy	3,007 +213	+8%	+$56.1K	0.14%	111
2020 Q3	$645K	Buy	+2,794	New	+$664K	0.12%	113

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

United Asset Strategies's ADSK Position: Q1 2026 in Review

United Asset Strategies sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 4,422 shares — an estimated $1.31M sold.

United Asset Strategies first reported a position in ADSK in Q3 2020 and held it in 11 quarters. The position peaked at $1.56M in Q1 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

United Asset Strategies reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
United Asset Strategies sold 4,422 Autodesk shares in Q1 2026, an estimated $1.31M.
United Asset Strategies first reported a position in Autodesk in Q3 2020 and held it in 11 quarters.
United Asset Strategies's Autodesk position peaked at $1.56M in Q1 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.