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Moneta Group Investment Advisors’s Autodesk ADSK Stock Holding History

Moneta Group Investment 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
Q2 		$240K Sell
1,236
-11
-0.9% -$2.51K ﹤0.01% 767
2026
Q1 		$299K Buy
1,247
+215
+21% +$54K ﹤0.01% 627
2025
Q4 		$306K Sell
1,032
-29
-3% -$8.77K ﹤0.01% 628
2025
Q3 		$337K Buy
1,061
+100
+10% +$30.5K ﹤0.01% 593
2025
Q2 		$297K Buy
961
+73
+8% +$20.7K ﹤0.01% 564
2025
Q1 		$232K Buy
888
+30
+3% +$8.53K ﹤0.01% 589
2024
Q4 		$254K Sell
858
-222
-21% -$65.6K ﹤0.01% 581
2024
Q3 		$298K Buy
1,080
+62
+6% +$15.6K ﹤0.01% 519
2024
Q2 		$252K Sell
1,018
-109
-10% -$24.5K ﹤0.01% 525
2024
Q1 		$293K Buy
1,127
+133
+13% +$33.7K ﹤0.01% 494
2023
Q4 		$242K Buy
994
+20
+2% +$4.32K ﹤0.01% 492
2023
Q3 		$202K Buy
+974
New +$205K ﹤0.01% 491
2018
Q1 		– Sell
-3
Closed – – 599
2017
Q4 		$0 Buy
+3
New +$350 ﹤0.01% 459

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

Moneta Group Investment Advisors's ADSK Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Autodesk (ADSK) stake by 0.88% in Q2 2026, selling an estimated $2.51K and leaving 1,236 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Moneta Group Investment Advisors first reported a position in ADSK in Q4 2017 and has held it in 13 quarters since. The position peaked at $337K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Moneta Group Investment Advisors held 1,236 shares of Autodesk worth $240K as of Q2 2026.
  • Moneta Group Investment Advisors sold 11 Autodesk shares in Q2 2026, an estimated $2.51K.
  • Autodesk made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #767 holding.
  • Moneta Group Investment Advisors first reported a position in Autodesk in Q4 2017 and has held it in 13 quarters since.
  • Moneta Group Investment Advisors's Autodesk position peaked at $337K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.