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Costello Asset Management’s Autodesk ADSK Stock Holding History

Costello Asset Management’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 		$19.4K Hold
100
– – 0.01% 405
2026
Q1 		$23.9K Hold
100
– – 0.01% 355
2025
Q4 		$29.6K Hold
100
– – 0.01% 316
2025
Q3 		$31.8K Hold
100
– – 0.01% 307
2025
Q2 		$31K Hold
100
– – 0.01% 304
2025
Q1 		$26.2K Buy
+100
New +$28.4K 0.01% 315
2022
Q3 		– Sell
-50
Closed -$9K – 214
2022
Q2 		$9K Hold
50
– – 0.01% 167
2022
Q1 		$11K Buy
+50
New +$11.5K 0.01% 169

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

Costello Asset Management's ADSK Position: Q2 2026 in Review

Costello Asset Management held its Autodesk (ADSK) position steady in Q2 2026 at 100 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #405.

Costello Asset Management first reported a position in ADSK in Q1 2022 and has held it in 8 quarters since. The position peaked at $31.8K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Costello Asset Management held 100 shares of Autodesk worth $19.4K as of Q2 2026.
  • Costello Asset Management left its Autodesk share count unchanged in Q2 2026.
  • Autodesk made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #405 holding.
  • Costello Asset Management first reported a position in Autodesk in Q1 2022 and has held it in 8 quarters since.
  • Costello Asset Management's Autodesk position peaked at $31.8K in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.