LWM
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Lodestone Wealth Management’s Autodesk ADSK Stock Holding History

Lodestone Wealth 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 		$36K Hold
185
– – 0.01% 341
2026
Q1 		$44.3K Hold
185
– – 0.02% 311
2025
Q4 		$54.8K Buy
+185
New +$56K 0.02% 283

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

Lodestone Wealth Management's ADSK Position: Q2 2026 in Review

Lodestone Wealth Management held its Autodesk (ADSK) position steady in Q2 2026 at 185 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #341.

Lodestone Wealth Management first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.8K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Lodestone Wealth Management held 185 shares of Autodesk worth $36K as of Q2 2026.
  • Lodestone Wealth Management left its Autodesk share count unchanged in Q2 2026.
  • Autodesk made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Lodestone Wealth Management first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Autodesk position peaked at $54.8K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.