Halbert Hargrove Global Advisors
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
Q3 		– Sell
-2
Closed -$393 – 368
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Halbert Hargrove Global Advisors's ADSK Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Autodesk (ADSK) in Q3 2026, closing a stake of 2 shares — an estimated $393 sold.

Halbert Hargrove Global Advisors first reported a position in ADSK in Q3 2014 and held it in 4 quarters. The position peaked at $869K in Q3 2014. 885 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Autodesk position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Autodesk shares in Q3 2026, an estimated $393.
  • Halbert Hargrove Global Advisors first reported a position in Autodesk in Q3 2014 and held it in 4 quarters.
  • Halbert Hargrove Global Advisors's Autodesk position peaked at $869K in Q3 2014.
  • 885 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.