Valley National Advisers’s Autodesk ADSK Stock Holding History

Valley National Advisers’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	$4K	Hold	18	–	–	﹤0.01%	695
2025 Q4	$5K	Hold	18	–	–	﹤0.01%	681
2025 Q3	$5K	Hold	18	–	–	﹤0.01%	643
2025 Q2	$5K	Sell	18 -2	-10%	-$567	﹤0.01%	645
2025 Q1	$5K	Buy	20 +4	+25%	+$1.14K	﹤0.01%	640
2024 Q4	$4K	Hold	16	–	–	﹤0.01%	635
2024 Q3	$4K	Sell	16 -103	-87%	-$25.9K	﹤0.01%	604
2024 Q2	$29K	Buy	119 +9	+8%	+$2.02K	﹤0.01%	459
2024 Q1	$28K	Buy	110 +3	+3%	+$759	﹤0.01%	480
2023 Q4	$26K	Sell	107 -15	-12%	-$3.24K	﹤0.01%	499
2023 Q3	$25K	Hold	122	–	–	﹤0.01%	467
2023 Q2	$25K	Hold	122	–	–	﹤0.01%	475
2023 Q1	$24K	Hold	122	–	–	﹤0.01%	483
2022 Q4	$24K	Sell	122 -75	-38%	-$15.1K	﹤0.01%	471
2022 Q3	$40K	Hold	197	–	–	0.01%	397
2022 Q2	$36K	Buy	197 +183	+1,307%	+$35.2K	0.01%	392
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	736
2021 Q4	$4K	Hold	14	–	–	﹤0.01%	698
2021 Q3	$4K	Hold	14	–	–	﹤0.01%	680
2021 Q2	$4K	Hold	14	–	–	﹤0.01%	690
2021 Q1	$4K	Hold	14	–	–	﹤0.01%	644
2020 Q4	$4K	Hold	14	–	–	﹤0.01%	621
2020 Q3	$3K	Hold	14	–	–	﹤0.01%	611
2020 Q2	$3K	Hold	14	–	–	﹤0.01%	606
2020 Q1	$2K	Hold	14	–	–	﹤0.01%	625
2019 Q4	$3K	Hold	14	–	–	﹤0.01%	640
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	663
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	630
2019 Q1	$2K	Hold	14	–	–	﹤0.01%	629
2018 Q4	$2K	Hold	14	–	–	﹤0.01%	618
2018 Q3	$2K	Hold	14	–	–	﹤0.01%	576
2018 Q2	$2K	Buy	+14	New	+$1.85K	﹤0.01%	545

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

Valley National Advisers's ADSK Position: Q1 2026 in Review

Valley National Advisers held its Autodesk (ADSK) position steady in Q1 2026 at 18 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Valley National Advisers first reported a position in ADSK in Q2 2018 and has held it in 32 quarters since. The position peaked at $40K in Q3 2022. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Valley National Advisers held 18 shares of Autodesk worth $4K as of Q1 2026.
Valley National Advisers left its Autodesk share count unchanged in Q1 2026.
Autodesk made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #695 holding.
Valley National Advisers first reported a position in Autodesk in Q2 2018 and has held it in 32 quarters since.
Valley National Advisers's Autodesk position peaked at $40K in Q3 2022.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.