FGC
ADSK icon

Financial Gravity Companies’s Autodesk ADSK Stock Holding History

Financial Gravity Companies’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 		$2.01M Buy
+10,363
New +$2.37M 0.33% 63
2025
Q2 		$2.64M Buy
+8,535
New +$2.42M 0.52% 50
2024
Q4 		$2.11M Buy
+7,130
New +$2.11M 0.48% 51

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

Financial Gravity Companies's ADSK Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Autodesk (ADSK) in Q2 2026: 10,363 shares worth $2.01M. The stake represents 0.33% of the portfolio and ranks #63 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ADSK as recently as Q2 2025.

Financial Gravity Companies first reported a position in ADSK in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.64M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Financial Gravity Companies held 10,363 shares of Autodesk worth $2.01M as of Q2 2026.
  • Autodesk was a new Financial Gravity Companies position in Q2 2026.
  • Autodesk made up 0.33% of Financial Gravity Companies's portfolio in Q2 2026, its #63 holding.
  • Financial Gravity Companies first reported a position in Autodesk in Q4 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Autodesk position peaked at $2.64M in Q2 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.