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Capital Asset Advisory Services’s Autodesk ADSK Stock Holding History

Capital Asset 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 		– Sell
-2,234
Closed -$548K – 376
2026
Q1 		$548K Buy
+2,234
New +$562K 0.02% 181

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital Asset Advisory Services's ADSK Position: Q2 2026 in Review

Capital Asset Advisory Services sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 2,234 shares — an estimated $548K sold.

Capital Asset Advisory Services first reported a position in ADSK in Q1 2026 and held it in 1 quarter. The position peaked at $548K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Capital Asset Advisory Services reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,234 Autodesk shares in Q2 2026, an estimated $548K.
  • Capital Asset Advisory Services first reported a position in Autodesk in Q1 2026 and held it in 1 quarter.
  • Capital Asset Advisory Services's Autodesk position peaked at $548K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.