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Kestra Investment Management’s Autodesk ADSK Stock Holding History

Kestra Investment Management’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 		$1.8M Sell
9,272
-3,123
-25% -$713K 0.03% 148
2026
Q1 		$2.97M Sell
12,395
-4,756
-28% -$1.2M 0.05% 96
2025
Q4 		$5.08M Buy
17,151
+1,502
+10% +$454K 0.12% 74
2025
Q3 		$4.97M Buy
15,649
+9,359
+149% +$2.85M 0.13% 71
2025
Q2 		$1.95M Buy
6,290
+5,937
+1,682% +$1.68M 0.06% 116
2025
Q1 		$92.4K Sell
353
-395
-53% -$112K ﹤0.01% 431
2024
Q4 		$221K Sell
748
-600
-45% -$177K 0.01% 337
2024
Q3 		$371K Buy
+1,348
New +$339K 0.02% 241

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 $3.38T AUM 44.17% 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

Kestra Investment Management's ADSK Position: Q2 2026 in Review

Kestra Investment Management reduced its Autodesk (ADSK) stake by 25% in Q2 2026, selling an estimated $713K and leaving 9,272 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #148.

Kestra Investment Management first reported a position in ADSK in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.08M in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Kestra Investment Management held 9,272 shares of Autodesk worth $1.8M as of Q2 2026.
  • Kestra Investment Management sold 3,123 Autodesk shares in Q2 2026, an estimated $713K.
  • Autodesk made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #148 holding.
  • Kestra Investment Management first reported a position in Autodesk in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Autodesk position peaked at $5.08M in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.