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COMPASS FINANCIAL MANAGEMENT LLC’s Autodesk ADSK Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$4.94K Buy
+21
New +$4.8K ﹤0.01% 1191

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ADSK Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Autodesk (ADSK) in Q2 2026: 21 shares worth $4.94K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

881 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 21 shares of Autodesk worth $4.94K as of Q2 2026.
  • Autodesk was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Autodesk made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1191 holding.
  • 881 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.