BFG
ADSK icon

Beacon Financial Group’s Autodesk ADSK Stock Holding History

Beacon Financial Group’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 		$203K Sell
1,046
-204
-16% -$46.6K 0.02% 372
2026
Q1 		$299K Buy
1,250
+82
+7% +$20.6K 0.03% 289
2025
Q4 		$346K Hold
1,168
– – 0.03% 277
2025
Q3 		$371K Buy
1,168
+38
+3% +$11.6K 0.04% 267
2025
Q2 		$350K Buy
1,130
+33
+3% +$9.36K 0.04% 271
2025
Q1 		$287K Sell
1,097
-74
-6% -$21K 0.03% 283
2024
Q4 		$346K Sell
1,171
-66
-5% -$19.5K 0.04% 263
2024
Q3 		$341K Buy
1,237
+41
+3% +$10.3K 0.04% 267
2024
Q2 		$296K Sell
1,196
-6
-0.5% -$1.35K 0.03% 266
2024
Q1 		$313K Sell
1,202
-46
-4% -$11.6K 0.04% 264
2023
Q4 		$304K Buy
1,248
+49
+4% +$10.6K 0.04% 258
2023
Q3 		$266K Buy
1,199
+14
+1% +$2.94K 0.04% 222
2023
Q2 		$244K Sell
1,185
-67
-5% -$13.4K 0.03% 219
2023
Q1 		$248K Sell
1,252
-222
-15% -$45.7K 0.03% 210
2022
Q4 		$275K Buy
+1,474
New +$296K 0.04% 214
2014
Q1 		– Sell
-7,686
Closed -$381K – 167
2013
Q4 		$381K Buy
7,686
+112
+1% +$4.91K 0.07% 146
2013
Q3 		$317K Buy
+7,574
New +$280K 0.07% 145

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

Beacon Financial Group's ADSK Position: Q2 2026 in Review

Beacon Financial Group reduced its Autodesk (ADSK) stake by 16% in Q2 2026, selling an estimated $46.6K and leaving 1,046 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #372.

Beacon Financial Group first reported a position in ADSK in Q3 2013 and has held it in 17 quarters since. The position peaked at $381K in Q4 2013. 1,190 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Beacon Financial Group held 1,046 shares of Autodesk worth $203K as of Q2 2026.
  • Beacon Financial Group sold 204 Autodesk shares in Q2 2026, an estimated $46.6K.
  • Autodesk made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #372 holding.
  • Beacon Financial Group first reported a position in Autodesk in Q3 2013 and has held it in 17 quarters since.
  • Beacon Financial Group's Autodesk position peaked at $381K in Q4 2013.
  • 1,190 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.