Lloyd Advisory Services’s Autodesk ADSK Stock Holding History

Lloyd 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 Q2	$9.53K	Sell	49 -27	-36%	-$6.17K	﹤0.01%	373
2026 Q1	$18.2K	Buy	+76	New	+$19.1K	0.01%	404
2023 Q4	–	Sell	-9,688	Closed	-$2M	–	141
2023 Q3	$2M	Buy	+9,688	New	+$2.04M	0.66%	28
2022 Q2	–	Sell	-20	Closed	-$4K	–	76
2022 Q1	$4K	Buy	+20	New	+$4.61K	﹤0.01%	456

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lloyd Advisory Services's ADSK Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Autodesk (ADSK) stake by 36% in Q2 2026, selling an estimated $6.17K and leaving 49 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Lloyd Advisory Services first reported a position in ADSK in Q1 2022 and has held it in 4 quarters since. The position peaked at $2M in Q3 2023. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Lloyd Advisory Services held 49 shares of Autodesk worth $9.53K as of Q2 2026.
Lloyd Advisory Services sold 27 Autodesk shares in Q2 2026, an estimated $6.17K.
Autodesk made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #373 holding.
Lloyd Advisory Services first reported a position in Autodesk in Q1 2022 and has held it in 4 quarters since.
Lloyd Advisory Services's Autodesk position peaked at $2M in Q3 2023.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.