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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
2021
Q1 		– Sell
-300
Closed -$92K – 135
2020
Q4 		$92K Hold
300
– – 0.05% 132
2020
Q3 		$69K Buy
300
+100
+50% +$23.8K 0.04% 122
2020
Q2 		$48K Buy
+200
New +$39.3K 0.03% 122

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.