Cornerstone Planning Group
ADSK icon

Cornerstone Planning Group’s Autodesk ADSK Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-30
Closed -$6.1K – 204
2026
Q2 		$6.1K Sell
30
-29
-49% -$6.62K ﹤0.01% 1038
2026
Q1 		$14.7K Sell
59
-7
-11% -$1.76K ﹤0.01% 777
2025
Q4 		$17.7K Sell
66
-3
-4% -$908 ﹤0.01% 621
2025
Q3 		$20.8K Buy
69
+2
+3% +$609 ﹤0.01% 571
2025
Q2 		$20K Buy
67
+7
+12% +$1.99K ﹤0.01% 416
2025
Q1 		$15.9K Buy
60
+13
+28% +$3.7K ﹤0.01% 457
2024
Q4 		$14.1K Sell
47
-6
-11% -$1.77K ﹤0.01% 364
2024
Q3 		$15.4K Buy
53
+13
+33% +$3.27K ﹤0.01% 347
2024
Q2 		$9.03K Buy
40
+4
+11% +$899 ﹤0.01% 461
2024
Q1 		$7.75K Sell
36
-47
-57% -$11.9K ﹤0.01% 449
2023
Q4 		$20.2K Buy
83
+47
+131% +$10.1K 0.01% 315
2023
Q3 		$7.45K Buy
36
+2
+6% +$420 ﹤0.01% 477
2023
Q2 		$6.96K Buy
+34
New +$6.8K ﹤0.01% 780
2022
Q4 		$6.67K Buy
+34
New +$6.82K ﹤0.01% 769

Other funds holding ADSK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Cornerstone Planning Group's ADSK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Autodesk (ADSK) in Q3 2026, closing a stake of 30 shares — an estimated $6.1K sold.

Cornerstone Planning Group first reported a position in ADSK in Q4 2022 and held it in 14 quarters. The position peaked at $20.8K in Q3 2025. 850 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Autodesk position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 30 Autodesk shares in Q3 2026, an estimated $6.1K.
  • Cornerstone Planning Group first reported a position in Autodesk in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Autodesk position peaked at $20.8K in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.