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Stiles Financial Services’s Autodesk ADSK Stock Holding History

Stiles 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 		$267K Sell
1,372
-60
-4% -$13.7K 0.07% 156
2026
Q1 		$343K Sell
1,432
-95
-6% -$23.9K 0.1% 143
2025
Q4 		$452K Sell
1,527
-50
-3% -$15.1K 0.14% 122
2025
Q3 		$501K Hold
1,577
– – 0.16% 118
2025
Q2 		$488K Buy
1,577
+50
+3% +$14.2K 0.17% 117
2025
Q1 		$400K Sell
1,527
-10
-0.7% -$2.84K 0.15% 122
2024
Q4 		$454K Sell
1,537
-30
-2% -$8.86K 0.16% 123
2024
Q3 		$432K Buy
1,567
+350
+29% +$88.1K 0.15% 125
2024
Q2 		$301K Buy
+1,217
New +$273K 0.12% 142

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

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

Stiles Financial Services reduced its Autodesk (ADSK) stake by 4.2% in Q2 2026, selling an estimated $13.7K and leaving 1,372 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #156.

Stiles Financial Services first reported a position in ADSK in Q2 2024 and has held it in 9 quarters since. The position peaked at $501K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Stiles Financial Services held 1,372 shares of Autodesk worth $267K as of Q2 2026.
  • Stiles Financial Services sold 60 Autodesk shares in Q2 2026, an estimated $13.7K.
  • Autodesk made up 0.07% of Stiles Financial Services's portfolio in Q2 2026, its #156 holding.
  • Stiles Financial Services first reported a position in Autodesk in Q2 2024 and has held it in 9 quarters since.
  • Stiles Financial Services's Autodesk position peaked at $501K in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

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