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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's ADSK Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Autodesk (ADSK) in Q2 2025: 8,535 shares worth $2.64M. The stake represents 0.52% of the portfolio and ranks #50 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ADSK as recently as Q4 2024.

Financial Gravity Companies first reported a position in ADSK in Q4 2024 and has held it in 2 quarters since. 1,372 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Financial Gravity Companies held 8,535 shares of Autodesk worth $2.64M as of Q2 2025.
  • Autodesk was a new Financial Gravity Companies position in Q2 2025.
  • Autodesk made up 0.52% of Financial Gravity Companies's portfolio in Q2 2025, its #50 holding.
  • Financial Gravity Companies first reported a position in Autodesk in Q4 2024 and has held it in 2 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.