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Catalyst Financial Partners’s Autodesk ADSK Stock Holding History

Catalyst Financial Partners’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
-2,291
Closed -$548K – 419
2026
Q1 		$548K Buy
2,291
+1,251
+120% +$314K 0.06% 184
2025
Q4 		$308K Buy
1,040
+17
+2% +$5.14K 0.03% 243
2025
Q3 		$325K Buy
1,023
+37
+4% +$11.3K 0.04% 227
2025
Q2 		$305K Buy
986
+126
+15% +$35.7K 0.03% 232
2025
Q1 		$225K Buy
860
+33
+4% +$9.38K 0.04% 251
2024
Q4 		$244K Buy
827
+61
+8% +$18K 0.05% 239
2024
Q3 		$211K Buy
+766
New +$193K 0.04% 262

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 $3.38T 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

Catalyst Financial Partners's ADSK Position: Q2 2026 in Review

Catalyst Financial Partners sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 2,291 shares — an estimated $548K sold.

Catalyst Financial Partners first reported a position in ADSK in Q3 2024 and held it in 7 quarters. The position peaked at $548K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Catalyst Financial Partners reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Catalyst Financial Partners sold 2,291 Autodesk shares in Q2 2026, an estimated $548K.
  • Catalyst Financial Partners first reported a position in Autodesk in Q3 2024 and held it in 7 quarters.
  • Catalyst Financial Partners'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 Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.