Beacon Investment Advisory Services’s Autodesk ADSK Stock Holding History

Beacon Investment Advisory Services’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	$28K	Sell	144 -959	-87%	-$219K	﹤0.01%	498
2026 Q1	$264K	Hold	1,103	–	–	0.01%	224
2025 Q4	$327K	Hold	1,103	–	–	0.01%	205
2025 Q3	$350K	Sell	1,103 -625	-36%	-$190K	0.01%	200
2025 Q2	$535K	Buy	+1,728	New	+$490K	0.02%	167

Other funds holding ADSK

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Beacon Investment Advisory Services's ADSK Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Autodesk (ADSK) stake by 87% in Q2 2026, selling an estimated $219K and leaving 144 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Beacon Investment Advisory Services first reported a position in ADSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $535K in Q2 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Beacon Investment Advisory Services held 144 shares of Autodesk worth $28K as of Q2 2026.
Beacon Investment Advisory Services sold 959 Autodesk shares in Q2 2026, an estimated $219K.
Autodesk made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #498 holding.
Beacon Investment Advisory Services first reported a position in Autodesk in Q2 2025 and has held it in 5 quarters since.
Beacon Investment Advisory Services's Autodesk position peaked at $535K in Q2 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.