Financial Gravity Asset Management’s Autodesk ADSK Stock Holding History

Financial Gravity 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 Q1	$2.33M	Buy	9,753 +407	+4%	+$102K	0.42%	58
2025 Q4	$2.77M	Buy	9,346 +640	+7%	+$194K	0.53%	48
2025 Q3	$2.77M	Buy	+8,706	New	+$2.65M	0.55%	43
2025 Q1	$2.02M	Buy	+7,704	New	+$2.19M	0.44%	60
2024 Q2	$2.03M	Buy	8,184 +660	+9%	+$148K	0.51%	51
2024 Q1	$1.83M	Buy	7,524 +1	+0%	+$253	0.52%	46
2023 Q4	$1.83M	Buy	+7,523	New	+$1.62M	0.51%	46
2021 Q3	$872K	Sell	2,035 -2,232	-52%	-$683K	0.41%	42
2021 Q2	$1.54M	Buy	+4,267	New	+$1.22M	0.55%	34
2020 Q4	$679K	Buy	+2,250	New	+$593K	0.62%	36

Other funds holding ADSK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Financial Gravity Asset Management's ADSK Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Autodesk (ADSK) stake by 4.4% in Q1 2026, buying an estimated $102K and bringing the position to 9,753 shares worth $2.33M. The position accounts for 0.42% of the portfolio, ranked #58.

Financial Gravity Asset Management first reported a position in ADSK in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.77M in Q4 2025. 1,322 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Financial Gravity Asset Management held 9,753 shares of Autodesk worth $2.33M as of Q1 2026.
Financial Gravity Asset Management bought 407 Autodesk shares in Q1 2026, an estimated $102K.
Autodesk made up 0.42% of Financial Gravity Asset Management's portfolio in Q1 2026, its #58 holding.
Financial Gravity Asset Management first reported a position in Autodesk in Q4 2020 and has held it in 10 quarters since.
Financial Gravity Asset Management's Autodesk position peaked at $2.77M in Q4 2025.
1,322 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.