EFS
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Essex Financial Services’s Autodesk ADSK Stock Holding History

Essex Financial Services’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
-1,261
Closed -$302K – 837
2026
Q1 		$302K Buy
1,261
+160
+15% +$40.2K 0.02% 613
2025
Q4 		$326K Buy
1,101
+163
+17% +$49.3K 0.02% 572
2025
Q3 		$298K Sell
938
-289
-24% -$88.1K 0.02% 580
2025
Q2 		$380K Buy
1,227
+271
+28% +$76.9K 0.02% 480
2025
Q1 		$250K Buy
956
+73
+8% +$20.8K 0.02% 543
2024
Q4 		$261K Sell
883
-74
-8% -$21.9K 0.02% 522
2024
Q3 		$276K Sell
957
-135
-12% -$34K 0.02% 514
2024
Q2 		$261K Buy
1,092
+150
+16% +$33.7K 0.02% 520
2024
Q1 		$245K Buy
942
+40
+4% +$10.1K 0.02% 462
2023
Q4 		$220K Buy
+902
New +$195K 0.02% 464
2022
Q2 		– Sell
-1,413
Closed -$303K – 479
2022
Q1 		$303K Buy
1,413
+82
+6% +$18.9K 0.03% 370
2021
Q4 		$374K Buy
1,331
+62
+5% +$18.1K 0.04% 330
2021
Q3 		$362K Buy
1,269
+36
+3% +$11K 0.04% 314
2021
Q2 		$342K Hold
1,233
– – 0.05% 296
2021
Q1 		$342K Buy
1,233
+517
+72% +$149K 0.06% 241
2020
Q4 		$219K Buy
+716
New +$189K 0.04% 296

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 $3.38T AUM 44.17% 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

Essex Financial Services's ADSK Position: Q2 2026 in Review

Essex Financial Services sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,261 shares — an estimated $302K sold.

Essex Financial Services first reported a position in ADSK in Q4 2020 and held it in 16 quarters. The position peaked at $380K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Essex Financial Services reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 1,261 Autodesk shares in Q2 2026, an estimated $302K.
  • Essex Financial Services first reported a position in Autodesk in Q4 2020 and held it in 16 quarters.
  • Essex Financial Services's Autodesk position peaked at $380K in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.