Beacon Capital Management LLC (Tennessee)’s Autodesk ADSK Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q2	–	Sell	-40	Closed	-$10.5K	–	1074
2025 Q1	$10.5K	Buy	+40	New	+$11.4K	﹤0.01%	616
2024 Q1	–	Sell	-10	Closed	-$2.07K	–	1062
2023 Q4	$2.07K	Hold	10	–	–	﹤0.01%	793
2023 Q3	$2.05K	Hold	10	–	–	﹤0.01%	841
2023 Q2	$2.05K	Hold	10	–	–	﹤0.01%	841
2023 Q1	$2.08K	Hold	10	–	–	﹤0.01%	757
2022 Q4	$1.87K	Hold	10	–	–	﹤0.01%	803
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	707
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	759
2022 Q1	$2K	Buy	+10	New	+$2.3K	﹤0.01%	760

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ADSK Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 40 shares — an estimated $10.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ADSK in Q1 2022 and held it in 9 quarters. The position peaked at $10.5K in Q1 2025. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 40 Autodesk shares in Q2 2025, an estimated $10.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in Autodesk in Q1 2022 and held it in 9 quarters.
Beacon Capital Management LLC (Tennessee)'s Autodesk position peaked at $10.5K in Q1 2025.
1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.