Toth Financial Advisory’s Autodesk ADSK Stock Holding History

Toth Financial Advisory’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	$1.04K	Buy	+5	New	+$1.14K	﹤0.01%	950
2026 Q1	–	Sell	-1	Closed	-$297	–	921
2025 Q4	$297	Buy	+1	New	+$303	﹤0.01%	834
2024 Q2	–	Sell	-30	Closed	-$7.81K	–	741
2024 Q1	$7.81K	Hold	30	–	–	﹤0.01%	480
2023 Q4	$7.3K	Hold	30	–	–	﹤0.01%	485
2023 Q3	$6.21K	Hold	30	–	–	﹤0.01%	501
2023 Q2	$6.14K	Sell	30 -43	-59%	-$8.6K	﹤0.01%	532
2023 Q1	$15.2K	Buy	73 +9	+14%	+$1.85K	﹤0.01%	412
2022 Q4	$12K	Hold	64	–	–	﹤0.01%	425
2022 Q3	$12K	Hold	64	–	–	﹤0.01%	431
2022 Q2	$11K	Hold	64	–	–	﹤0.01%	422
2022 Q1	$14K	Hold	64	–	–	﹤0.01%	422
2021 Q4	$18K	Hold	64	–	–	﹤0.01%	409
2021 Q3	$18K	Buy	+64	New	+$19.6K	﹤0.01%	410
2021 Q1	–	Sell	-1,460	Closed	-$446K	–	671
2020 Q4	$446K	Sell	1,460 -1,455	-50%	-$383K	0.08%	142
2020 Q3	$673K	Buy	2,915 +1,675	+135%	+$398K	0.13%	116
2020 Q2	$297K	Buy	+1,240	New	+$244K	0.06%	145
2019 Q3	–	Sell	-1,500	Closed	-$244K	–	465
2019 Q2	$244K	Buy	+1,500	New	+$252K	0.05%	159

Other funds holding ADSK

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Toth Financial Advisory's ADSK Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Autodesk (ADSK) in Q3 2026: 5 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in ADSK as recently as Q4 2025.

Toth Financial Advisory first reported a position in ADSK in Q2 2019 and has held it in 17 quarters since. The position peaked at $673K in Q3 2020. 33 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

Toth Financial Advisory held 5 shares of Autodesk worth $1.04K as of Q3 2026.
Autodesk was a new Toth Financial Advisory position in Q3 2026.
Autodesk made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #950 holding.
Toth Financial Advisory first reported a position in Autodesk in Q2 2019 and has held it in 17 quarters since.
Toth Financial Advisory's Autodesk position peaked at $673K in Q3 2020.
33 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.