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Foundations Investment Advisors’s Autodesk ADSK Stock Holding History

Foundations Investment 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
-1,077
Closed -$258K – 1206
2026
Q1 		$258K Sell
1,077
-21
-2% -$5.28K ﹤0.01% 973
2025
Q4 		$325K Sell
1,098
-439
-29% -$133K ﹤0.01% 862
2025
Q3 		$488K Sell
1,537
-179
-10% -$54.5K 0.01% 657
2025
Q2 		$531K Sell
1,716
-333
-16% -$94.5K 0.01% 558
2025
Q1 		$536K Sell
2,049
-716
-26% -$204K 0.01% 561
2024
Q4 		$817K Sell
2,765
-19
-0.7% -$5.61K 0.02% 440
2024
Q3 		$767K Buy
2,784
+78
+3% +$19.6K 0.02% 413
2024
Q2 		$670K Sell
2,706
-694
-20% -$156K 0.02% 432
2024
Q1 		$885K Sell
3,400
-46
-1% -$11.6K 0.02% 342
2023
Q4 		$879K Buy
3,446
+1,702
+98% +$368K 0.02% 332
2023
Q3 		$361K Buy
1,744
+314
+22% +$66K 0.01% 465
2023
Q2 		$293K Sell
1,430
-17
-1% -$3.4K 0.01% 476
2023
Q1 		$301K Sell
1,447
-81
-5% -$16.7K 0.01% 399
2022
Q4 		$286K Sell
1,528
-1,219
-44% -$245K 0.01% 350
2022
Q3 		$513K Buy
+2,747
New +$555K 0.02% 245

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

Foundations Investment Advisors's ADSK Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,077 shares — an estimated $258K sold.

Foundations Investment Advisors first reported a position in ADSK in Q3 2022 and held it in 15 quarters. The position peaked at $885K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,077 Autodesk shares in Q2 2026, an estimated $258K.
  • Foundations Investment Advisors first reported a position in Autodesk in Q3 2022 and held it in 15 quarters.
  • Foundations Investment Advisors's Autodesk position peaked at $885K in Q1 2024.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.