Kestra Advisory Services
ADSK icon

Kestra Advisory Services’s Autodesk ADSK Stock Holding History

Kestra Advisory Services’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 		$2.57M Buy
12,284
+6,737
+121% +$1.54M 0.01% 1276
2026
Q2 		$1.08M Sell
5,547
-1,279
-19% -$292K ﹤0.01% 1771
2026
Q1 		$1.63M Sell
6,826
-1,001
-13% -$252K 0.01% 1427
2025
Q4 		$2.32M Buy
7,827
+960
+14% +$290K 0.01% 1134
2025
Q3 		$2.18M Sell
6,867
-1,048
-13% -$319K 0.01% 1100
2025
Q2 		$2.45M Buy
7,915
+643
+9% +$182K 0.01% 979
2025
Q1 		$1.9M Sell
7,272
-1,697
-19% -$483K 0.01% 1011
2024
Q4 		$2.65M Sell
8,969
-514
-5% -$152K 0.01% 853
2024
Q3 		$2.61M Sell
9,483
-1,438
-13% -$362K 0.01% 826
2024
Q2 		$2.7M Sell
10,921
-1,761
-14% -$396K 0.02% 818
2024
Q1 		$3.3M Buy
12,682
+1,275
+11% +$323K 0.02% 672
2023
Q4 		$2.78M Buy
11,407
+874
+8% +$189K 0.02% 660
2023
Q3 		$2.18M Sell
10,533
-906
-8% -$190K 0.02% 657
2023
Q2 		$2.34M Sell
11,439
-2,575
-18% -$515K 0.02% 619
2023
Q1 		$2.92M Sell
14,014
-17,582
-56% -$3.62M 0.03% 521
2022
Q4 		$5.9M Buy
31,596
+6,588
+26% +$1.32M 0.05% 379
2022
Q3 		$4.67M Buy
25,008
+3,442
+16% +$696K 0.05% 389
2022
Q2 		$3.71M Buy
21,566
+1,525
+8% +$293K 0.04% 448
2022
Q1 		$4.3M Buy
20,041
+1,896
+10% +$437K 0.04% 414
2021
Q4 		$5.1M Buy
18,145
+1,250
+7% +$364K 0.05% 369
2021
Q3 		$4.82M Buy
16,895
+879
+5% +$269K 0.05% 401
2021
Q2 		$4.68M Buy
16,016
+229
+1% +$65.3K 0.05% 374
2021
Q1 		$4.38M Buy
15,787
+13,962
+765% +$4.03M 0.06% 362
2020
Q4 		$546K Buy
+1,825
New +$481K 0.01% 1162

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

Kestra Advisory Services's ADSK Position: Q3 2026 in Review

Kestra Advisory Services increased its Autodesk (ADSK) stake by 121% in Q3 2026, buying an estimated $1.54M and bringing the position to 12,284 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #1276.

Kestra Advisory Services first reported a position in ADSK in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.9M in Q4 2022. 940 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Kestra Advisory Services held 12,284 shares of Autodesk worth $2.57M as of Q3 2026.
  • Kestra Advisory Services bought 6,737 Autodesk shares in Q3 2026, an estimated $1.54M.
  • Autodesk made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1276 holding.
  • Kestra Advisory Services first reported a position in Autodesk in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Autodesk position peaked at $5.9M in Q4 2022.
  • 940 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.