HHGA
ADSK icon

Halbert Hargrove Global Advisors’s Autodesk ADSK Stock Holding History

Halbert Hargrove Global Advisors’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 		$393 Buy
+2
New +$457 ﹤0.01% 565
2025
Q4 		– Sell
-7
Closed -$2.22K – 371
2025
Q3 		$2.22K Buy
+7
New +$2.13K ﹤0.01% 543
2025
Q2 		– Sell
-1
Closed -$262 – 317
2025
Q1 		$262 Buy
+1
New +$284 ﹤0.01% 569
2014
Q4 		– Sell
-69
Closed -$869K – 137
2014
Q3 		$869K Buy
+69
New +$3.78K 0.24% 31

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

Halbert Hargrove Global Advisors's ADSK Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Autodesk (ADSK) in Q2 2026: 2 shares worth $393. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in ADSK as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in ADSK in Q3 2014 and has held it in 4 quarters since. The position peaked at $869K in Q3 2014. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Autodesk worth $393 as of Q2 2026.
  • Autodesk was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Autodesk made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #565 holding.
  • Halbert Hargrove Global Advisors first reported a position in Autodesk in Q3 2014 and has held it in 4 quarters since.
  • Halbert Hargrove Global Advisors's Autodesk position peaked at $869K in Q3 2014.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.