Crescent Grove Advisors’s Autodesk ADSK Stock Holding History

Crescent Grove Advisors’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	-870	Closed	-$208K	–	301
2026 Q1	$208K	Hold	870	–	–	0.02%	290
2025 Q4	$258K	Hold	870	–	–	0.02%	256
2025 Q3	$276K	Sell	870 -16	-2%	-$4.88K	0.03%	246
2025 Q2	$274K	Buy	886 +16	+2%	+$4.54K	0.03%	233
2025 Q1	$228K	Hold	870	–	–	0.02%	244
2024 Q4	$257K	Hold	870	–	–	0.03%	242
2024 Q3	$240K	Hold	870	–	–	0.02%	251
2024 Q2	$215K	Sell	870 -241	-22%	-$54.1K	0.02%	259
2024 Q1	$289K	Buy	1,111 +239	+27%	+$60.5K	0.03%	245
2023 Q4	$212K	Buy	+872	New	+$188K	0.02%	273
2022 Q2	–	Sell	-1,082	Closed	-$232K	–	260
2022 Q1	$232K	Buy	1,082 +210	+24%	+$48.4K	0.02%	263
2021 Q4	$245K	Sell	872 -470	-35%	-$137K	0.02%	260
2021 Q3	$383K	Buy	+1,342	New	+$411K	0.04%	180

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Crescent Grove Advisors's ADSK Position: Q2 2026 in Review

Crescent Grove Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 870 shares — an estimated $208K sold.

Crescent Grove Advisors first reported a position in ADSK in Q3 2021 and held it in 13 quarters. The position peaked at $383K in Q3 2021. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Crescent Grove Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Crescent Grove Advisors sold 870 Autodesk shares in Q2 2026, an estimated $208K.
Crescent Grove Advisors first reported a position in Autodesk in Q3 2021 and held it in 13 quarters.
Crescent Grove Advisors's Autodesk position peaked at $383K in Q3 2021.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.