Goldstone Financial Group’s Autodesk ADSK Stock Holding History

Goldstone Financial Group’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 Q1	$212K	Hold	885	–	–	0.02%	217
2025 Q4	$262K	Hold	885	–	–	0.03%	200
2025 Q3	$281K	Hold	885	–	–	0.03%	190
2025 Q2	$280K	Sell	885 -159	-15%	-$45.1K	0.04%	182
2025 Q1	$273K	Hold	1,044	–	–	0.04%	175
2024 Q4	$309K	Hold	1,044	–	–	0.05%	162
2024 Q3	$288K	Sell	1,044 -179	-15%	-$45.1K	0.05%	156
2024 Q2	$303K	Sell	1,223 -483	-28%	-$109K	0.06%	143
2024 Q1	$444K	Buy	1,706 +31	+2%	+$7.84K	0.1%	109
2023 Q4	$408K	Buy	+1,675	New	+$362K	0.11%	103

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldstone Financial Group's ADSK Position: Q1 2026 in Review

Goldstone Financial Group held its Autodesk (ADSK) position steady in Q1 2026 at 885 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #217.

Goldstone Financial Group first reported a position in ADSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $444K in Q1 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Goldstone Financial Group held 885 shares of Autodesk worth $212K as of Q1 2026.
Goldstone Financial Group left its Autodesk share count unchanged in Q1 2026.
Autodesk made up 0.02% of Goldstone Financial Group's portfolio in Q1 2026, its #217 holding.
Goldstone Financial Group first reported a position in Autodesk in Q4 2023 and has held it in 10 quarters since.
Goldstone Financial Group's Autodesk position peaked at $444K in Q1 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.