Goelzer Investment Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$691K Sell
3,552
-121
-3% -$27.6K 0.03% 209
2026
Q1
$879K Sell
3,673
-49
-1% -$12.3K 0.04% 179
2025
Q4
$1.1M Buy
+3,722
New +$1.13M 0.05% 156

Other funds holding ADSK

Goelzer Investment Management's ADSK Position: Q2 2026 in Review

Goelzer Investment Management reduced its Autodesk (ADSK) stake by 3.3% in Q2 2026, selling an estimated $27.6K and leaving 3,552 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #209.

Goelzer Investment Management first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Goelzer Investment Management held 3,552 shares of Autodesk worth $691K as of Q2 2026.
  • Goelzer Investment Management sold 121 Autodesk shares in Q2 2026, an estimated $27.6K.
  • Autodesk made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #209 holding.
  • Goelzer Investment Management first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • Goelzer Investment Management's Autodesk position peaked at $1.1M in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.