Pinnacle Wealth Planning Services
ADSK icon

Pinnacle Wealth Planning Services’s Autodesk ADSK Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$150K Buy
716
+215
+43% +$49K 0.01% 636
2026
Q2 		$97.3K Sell
501
-793
-61% -$181K 0.01% 886
2026
Q1 		$310K Sell
1,294
-92
-7% -$23.1K 0.03% 326
2025
Q4 		$410K Sell
1,386
-8
-0.6% -$2.42K 0.04% 249
2025
Q3 		$443K Sell
1,394
-48
-3% -$14.6K 0.05% 240
2025
Q2 		$446K Buy
1,442
+264
+22% +$74.9K 0.06% 216
2025
Q1 		$308K Buy
1,178
+78
+7% +$22.2K 0.05% 255
2024
Q4 		$325K Sell
1,100
-322
-23% -$95.1K 0.05% 236
2024
Q3 		$392K Sell
1,422
-45
-3% -$11.3K 0.05% 234
2024
Q2 		$363K Sell
1,467
-54
-4% -$12.1K 0.05% 238
2024
Q1 		$396K Buy
1,521
+3
+0.2% +$759 0.06% 231
2023
Q4 		$370K Sell
1,518
-9
-0.6% -$1.94K 0.06% 221
2023
Q3 		$316K Sell
1,527
-5
-0.3% -$1.05K 0.05% 245
2023
Q2 		$313K Sell
1,532
-144
-9% -$28.8K 0.05% 250
2023
Q1 		$349K Buy
1,676
+31
+2% +$6.38K 0.06% 241
2022
Q4 		$307K Buy
1,645
+31
+2% +$6.22K 0.05% 260
2022
Q3 		$302K Buy
1,614
+86
+6% +$17.4K 0.06% 237
2022
Q2 		$263K Buy
1,528
+293
+24% +$56.3K 0.05% 274
2022
Q1 		$265K Sell
1,235
-48
-4% -$11.1K 0.05% 299
2021
Q4 		$361K Sell
1,283
-35
-3% -$10.2K 0.07% 227
2021
Q3 		$376K Buy
1,318
+54
+4% +$16.5K 0.08% 196
2021
Q2 		$369K Buy
1,264
+24
+2% +$6.85K 0.09% 192
2021
Q1 		$344K Sell
1,240
-33
-3% -$9.5K 0.09% 195
2020
Q4 		$389K Buy
1,273
+42
+3% +$11.1K 0.09% 144
2020
Q3 		$284K Sell
1,231
-5
-0.4% -$1.19K 0.09% 175
2020
Q2 		$295K Buy
+1,236
New +$243K 0.1% 164
2020
Q1 		– Sell
-1,120
Closed -$205K – 235
2019
Q4 		$205K Buy
+1,120
New +$181K 0.1% 213

Other funds holding ADSK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's ADSK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Autodesk (ADSK) stake by 43% in Q3 2026, buying an estimated $49K and bringing the position to 716 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #636.

Pinnacle Wealth Planning Services first reported a position in ADSK in Q4 2019 and has held it in 27 quarters since. The position peaked at $446K in Q2 2025. 885 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 716 shares of Autodesk worth $150K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 215 Autodesk shares in Q3 2026, an estimated $49K.
  • Autodesk made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #636 holding.
  • Pinnacle Wealth Planning Services first reported a position in Autodesk in Q4 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's Autodesk position peaked at $446K in Q2 2025.
  • 885 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.