FourThought Financial Partners’s Autodesk ADSK Stock Holding History

FourThought Financial Partners’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	$208K	Buy	1,071 +95	+10%	+$21.7K	0.02%	369
2026 Q1	$234K	Buy	976 +115	+13%	+$28.9K	0.02%	328
2025 Q4	$255K	Sell	861 -38	-4%	-$11.5K	0.02%	377
2025 Q3	$286K	Buy	899 +43	+5%	+$13.1K	0.03%	377
2025 Q2	$265K	Sell	856 -35	-4%	-$9.93K	0.03%	250
2025 Q1	$233K	Buy	+891	New	+$253K	0.02%	280
2024 Q2	–	Sell	-20,632	Closed	-$5.37M	–	184
2024 Q1	$5.37M	Sell	20,632 -736	-3%	-$186K	0.62%	48
2023 Q4	$5.2M	Buy	21,368 +1,186	+6%	+$256K	0.65%	47
2023 Q3	$4.18M	Buy	20,182 +6,431	+47%	+$1.35M	0.58%	50
2023 Q2	$2.81M	Buy	13,751 +2,429	+21%	+$486K	0.37%	74
2023 Q1	$2.36M	Sell	11,322 -123	-1%	-$25.3K	0.32%	79
2022 Q4	$2.14M	Buy	+11,445	New	+$2.3M	0.31%	81

Other funds holding ADSK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

FourThought Financial Partners's ADSK Position: Q2 2026 in Review

FourThought Financial Partners increased its Autodesk (ADSK) stake by 9.7% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,071 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #369.

FourThought Financial Partners first reported a position in ADSK in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.37M in Q1 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

FourThought Financial Partners held 1,071 shares of Autodesk worth $208K as of Q2 2026.
FourThought Financial Partners bought 95 Autodesk shares in Q2 2026, an estimated $21.7K.
Autodesk made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #369 holding.
FourThought Financial Partners first reported a position in Autodesk in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Autodesk position peaked at $5.37M in Q1 2024.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.