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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
Q2 		$6.11K 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

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's ADSK Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Autodesk (ADSK) stake by 49% in Q2 2026, selling an estimated $6.62K and leaving 30 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Cornerstone Planning Group first reported a position in ADSK in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.8K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Cornerstone Planning Group held 30 shares of Autodesk worth $6.11K as of Q2 2026.
  • Cornerstone Planning Group sold 29 Autodesk shares in Q2 2026, an estimated $6.62K.
  • Autodesk made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1038 holding.
  • Cornerstone Planning Group first reported a position in Autodesk in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Autodesk position peaked at $20.8K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.