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Abbot Financial Management’s Autodesk ADSK Stock Holding History

Abbot Financial Management’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
Q2 		– Sell
-885
Closed -$212K – 142
2026
Q1 		$212K Hold
885
– – 0.09% 132
2025
Q4 		$262K Hold
885
– – 0.11% 123
2025
Q3 		$281K Sell
885
-200
-18% -$60.9K 0.12% 122
2025
Q2 		$336K Hold
1,085
– – 0.15% 116
2025
Q1 		$284K Hold
1,085
– – 0.15% 116
2024
Q4 		$321K Hold
1,085
– – 0.16% 112
2024
Q3 		$299K Buy
1,085
+15
+1% +$3.78K 0.15% 114
2024
Q2 		$265K Hold
1,070
– – 0.14% 112
2024
Q1 		$279K Hold
1,070
– – 0.15% 109
2023
Q4 		$261K Sell
1,070
-268
-20% -$57.9K 0.16% 106
2023
Q3 		$277K Buy
1,338
+100
+8% +$21K 0.19% 103
2023
Q2 		$253K Sell
1,238
-392
-24% -$78.4K 0.16% 103
2023
Q1 		$339K Sell
1,630
-30
-2% -$6.18K 0.23% 90
2022
Q4 		$310K Sell
1,660
-150
-8% -$30.1K 0.21% 93
2022
Q3 		$338K Hold
1,810
– – 0.24% 88
2022
Q2 		$311K Hold
1,810
– – 0.19% 99
2022
Q1 		$388K Hold
1,810
– – 0.19% 98
2021
Q4 		$509K Buy
1,810
+440
+32% +$128K 0.23% 82
2021
Q3 		$391K Buy
1,370
+100
+8% +$30.6K 0.18% 102
2021
Q2 		$371K Hold
1,270
– – 0.16% 100
2021
Q1 		$352K Hold
1,270
– – 0.16% 96
2020
Q4 		$388K Sell
1,270
-40
-3% -$10.5K 0.22% 86
2020
Q3 		$303K Hold
1,310
– – 0.2% 92
2020
Q2 		$313K Hold
1,310
– – 0.22% 90
2020
Q1 		$204K Buy
1,310
+25
+2% +$4.59K 0.17% 101
2019
Q4 		$236K Buy
+1,285
New +$208K 0.15% 115

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Abbot Financial Management's ADSK Position: Q2 2026 in Review

Abbot Financial Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 885 shares — an estimated $212K sold.

Abbot Financial Management first reported a position in ADSK in Q4 2019 and held it in 26 quarters. The position peaked at $509K in Q4 2021. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Abbot Financial Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Abbot Financial Management sold 885 Autodesk shares in Q2 2026, an estimated $212K.
  • Abbot Financial Management first reported a position in Autodesk in Q4 2019 and held it in 26 quarters.
  • Abbot Financial Management's Autodesk position peaked at $509K in Q4 2021.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.