UCFA
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United Capital Financial Advisors’s Autodesk ADSK Stock Holding History

United Capital Financial 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 		$1.99M Sell
8,320
-180
-2% -$45.2K 0.01% 550
2025
Q4 		$2.52M Buy
8,500
+549
+7% +$166K 0.02% 483
2025
Q3 		$2.53M Buy
7,951
+1,374
+21% +$419K 0.02% 420
2025
Q2 		$2.04M Buy
6,577
+103
+2% +$29.2K 0.02% 441
2025
Q1 		$1.69M Buy
6,474
+221
+4% +$62.9K 0.01% 460
2024
Q4 		$1.85M Sell
6,253
-715
-10% -$211K 0.02% 432
2024
Q3 		$1.92M Buy
6,968
+168
+2% +$42.3K 0.02% 428
2024
Q2 		$1.68M Buy
6,800
+31
+0.5% +$6.96K 0.01% 438
2024
Q1 		$1.76M Sell
6,769
-338
-5% -$85.5K 0.01% 454
2023
Q4 		$1.73M Buy
7,107
+2,299
+48% +$496K 0.01% 446
2023
Q3 		$995K Sell
4,808
-2,715
-36% -$570K 0.01% 515
2023
Q2 		$1.54M Sell
7,523
-904
-11% -$181K 0.01% 476
2023
Q1 		$1.75M Sell
8,427
-569
-6% -$117K 0.01% 474
2022
Q4 		$1.68M Sell
8,996
-560
-6% -$112K 0.01% 515
2022
Q3 		$1.78M Buy
9,556
+270
+3% +$54.6K 0.01% 494
2022
Q2 		$1.6M Sell
9,286
-318
-3% -$61.2K 0.01% 539
2022
Q1 		$2.06M Sell
9,604
-162
-2% -$37.3K 0.01% 508
2021
Q4 		$2.75M Sell
9,766
-956
-9% -$279K 0.01% 474
2021
Q3 		$3.06M Sell
10,722
-552
-5% -$169K 0.02% 457
2021
Q2 		$3.29M Sell
11,274
-996
-8% -$284K 0.02% 443
2021
Q1 		$3.4M Sell
12,270
-795
-6% -$229K 0.02% 415
2020
Q4 		$3.99M Sell
13,065
-2,128
-14% -$561K 0.02% 391
2020
Q3 		$3.51M Buy
15,193
+888
+6% +$211K 0.02% 397
2020
Q2 		$3.42M Sell
14,305
-886
-6% -$174K 0.02% 424
2020
Q1 		$2.37M Sell
15,191
-3,100
-17% -$569K 0.02% 462
2019
Q4 		$3.36M Buy
18,291
+1,322
+8% +$214K 0.02% 494
2019
Q3 		$2.51M Sell
16,969
-3,926
-19% -$611K 0.02% 542
2019
Q2 		$3.4M Buy
20,895
+199
+1% +$33.5K 0.02% 494
2019
Q1 		$3.23M Sell
20,696
-3,116
-13% -$466K 0.02% 497
2018
Q4 		$3.06M Buy
23,812
+356
+2% +$48.1K 0.02% 464
2018
Q3 		$3.66M Buy
23,456
+1,166
+5% +$165K 0.03% 492
2018
Q2 		$2.92M Buy
22,290
+1,454
+7% +$193K 0.02% 511
2018
Q1 		$2.62M Sell
20,836
-1,061
-5% -$126K 0.02% 520
2017
Q4 		$2.29M Sell
21,897
-538
-2% -$62.7K 0.02% 560
2017
Q3 		$2.52M Sell
22,435
-908
-4% -$100K 0.02% 522
2017
Q2 		$2.35M Sell
23,343
-1,291
-5% -$128K 0.02% 530
2017
Q1 		$2.13M Sell
24,634
-2,988
-11% -$250K 0.02% 553
2016
Q4 		$2.04M Sell
27,622
-110
-0.4% -$8.1K 0.02% 564
2016
Q3 		$2.01M Sell
27,732
-2,208
-7% -$139K 0.02% 587
2016
Q2 		$1.62M Sell
29,940
-780
-3% -$45.1K 0.02% 606
2016
Q1 		$1.79M Sell
30,720
-1,189
-4% -$62K 0.02% 560
2015
Q4 		$1.94M Sell
31,909
-384
-1% -$22.3K 0.02% 553
2015
Q3 		$1.43M Buy
32,293
+3,009
+10% +$151K 0.02% 603
2015
Q2 		$1.47M Sell
29,284
-979
-3% -$56K 0.02% 652
2015
Q1 		$1.72M Sell
30,263
-1,748
-5% -$104K 0.02% 599
2014
Q4 		$1.92M Sell
32,011
-565
-2% -$32.7K 0.03% 484
2014
Q3 		$1.79M Sell
32,576
-2,362
-7% -$129K 0.03% 463
2014
Q2 		$1.97M Buy
34,938
+555
+2% +$28.1K 0.04% 418
2014
Q1 		$1.69M Sell
34,383
-754
-2% -$39.1K 0.04% 383
2013
Q4 		$1.77M Sell
35,137
-888
-2% -$38.9K 0.06% 259
2013
Q3 		$1.48M Buy
36,025
+1,827
+5% +$67.5K 0.05% 294
2013
Q2 		$1.16M Buy
+34,198
New +$1.27M 0.03% 381

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

United Capital Financial Advisors's ADSK Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Autodesk (ADSK) stake by 2.1% in Q1 2026, selling an estimated $45.2K and leaving 8,320 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #550.

United Capital Financial Advisors first reported a position in ADSK in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.99M in Q4 2020. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • United Capital Financial Advisors held 8,320 shares of Autodesk worth $1.99M as of Q1 2026.
  • United Capital Financial Advisors sold 180 Autodesk shares in Q1 2026, an estimated $45.2K.
  • Autodesk made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #550 holding.
  • United Capital Financial Advisors first reported a position in Autodesk in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Autodesk position peaked at $3.99M in Q4 2020.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.