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GoalVest Advisory’s Autodesk ADSK Stock Holding History

GoalVest Advisory’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
Q3 		$1.46K Buy
+7
New +$1.6K ﹤0.01% 669
2025
Q2 		– Sell
-1
Closed -$262 – 363
2025
Q1 		$262 Buy
+1
New +$284 ﹤0.01% 420
2024
Q2 		– Sell
-2
Closed -$521 – 316
2024
Q1 		$521 Buy
+2
New +$506 ﹤0.01% 396

Other funds holding ADSK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

GoalVest Advisory's ADSK Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Autodesk (ADSK) in Q3 2026: 7 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ADSK as recently as Q1 2025.

GoalVest Advisory first reported a position in ADSK in Q1 2024 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • GoalVest Advisory held 7 shares of Autodesk worth $1.46K as of Q3 2026.
  • Autodesk was a new GoalVest Advisory position in Q3 2026.
  • Autodesk made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #669 holding.
  • GoalVest Advisory first reported a position in Autodesk in Q1 2024 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.