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Montgomery Financial Services’s Autodesk ADSK Stock Holding History

Montgomery Financial 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 		$1.75K Buy
+9
New +$2.06K ﹤0.01% 280

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Montgomery Financial Services's ADSK Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Autodesk (ADSK) in Q2 2026: 9 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings.

1,130 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Montgomery Financial Services held 9 shares of Autodesk worth $1.75K as of Q2 2026.
  • Autodesk was a new Montgomery Financial Services position in Q2 2026.
  • Autodesk made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #280 holding.
  • 1,130 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.