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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
Q2 		– Sell
-885
Closed -$212K – 245
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
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 $3.37T AUM 44.26% 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

Goldstone Financial Group's ADSK Position: Q2 2026 in Review

Goldstone Financial Group sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 885 shares — an estimated $212K sold.

Goldstone Financial Group first reported a position in ADSK in Q4 2023 and held it in 10 quarters. The position peaked at $444K in Q1 2024. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Goldstone Financial Group reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 885 Autodesk shares in Q2 2026, an estimated $212K.
  • Goldstone Financial Group first reported a position in Autodesk in Q4 2023 and held it in 10 quarters.
  • Goldstone Financial Group's Autodesk position peaked at $444K in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.