VFA
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Valeo Financial Advisors’s Autodesk ADSK Stock Holding History

Valeo Financial 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
Q3 		$201K Buy
+962
New +$219K ﹤0.01% 785
2026
Q2 		– Sell
-1,502
Closed -$360K – 840
2026
Q1 		$360K Sell
1,502
-529
-26% -$133K 0.01% 491
2025
Q4 		$601K Buy
2,031
+110
+6% +$33.3K 0.01% 415
2025
Q3 		$610K Buy
1,921
+11
+0.6% +$3.35K 0.01% 417
2025
Q2 		$591K Buy
1,910
+190
+11% +$53.9K 0.01% 415
2025
Q1 		$450K Sell
1,720
-11
-0.6% -$3.13K 0.01% 437
2024
Q4 		$512K Buy
1,731
+246
+17% +$72.7K 0.01% 405
2024
Q3 		$409K Sell
1,485
-278
-16% -$70K 0.01% 458
2024
Q2 		$436K Buy
1,763
+383
+28% +$86K 0.01% 428
2024
Q1 		$297K Sell
1,380
-44
-3% -$11.1K 0.01% 507
2023
Q4 		$347K Buy
1,424
+340
+31% +$73.4K 0.01% 451
2023
Q3 		$224K Buy
+1,084
New +$228K 0.01% 534
2021
Q2 		– Sell
-295
Closed -$82K – 538
2021
Q1 		$82K Buy
295
+201
+214% +$58K ﹤0.01% 678
2020
Q4 		$29K Hold
94
– – ﹤0.01% 931
2020
Q3 		$22K Sell
94
-200
-68% -$47.5K ﹤0.01% 895
2020
Q2 		$70K Buy
294
+70
+31% +$13.8K 0.01% 610
2020
Q1 		$36K Sell
224
-155
-41% -$28.4K ﹤0.01% 705
2019
Q4 		$70K Buy
379
+172
+83% +$27.9K 0.01% 533
2019
Q3 		$31K Sell
207
-82
-28% -$12.8K ﹤0.01% 727
2019
Q2 		$47K Sell
289
-115
-28% -$19.3K 0.01% 618
2019
Q1 		$63K Sell
404
-45
-10% -$6.73K 0.01% 513
2018
Q4 		$58K Sell
449
-33
-7% -$4.46K 0.01% 491
2018
Q3 		$62K Sell
482
-7
-1% -$988 0.01% 506
2018
Q2 		$66K Sell
489
-432
-47% -$57.2K 0.01% 488
2018
Q1 		$116K Buy
921
+538
+140% +$64.1K 0.02% 339
2017
Q4 		$40K Buy
383
+212
+124% +$24.7K 0.01% 510
2017
Q3 		$19K Buy
+171
New +$18.9K ﹤0.01% 559

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
CI
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
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

Valeo Financial Advisors's ADSK Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Autodesk (ADSK) in Q3 2026: 962 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in ADSK as recently as Q1 2026.

Valeo Financial Advisors first reported a position in ADSK in Q3 2017 and has held it in 27 quarters since. The position peaked at $610K in Q3 2025. 33 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Valeo Financial Advisors held 962 shares of Autodesk worth $201K as of Q3 2026.
  • Autodesk was a new Valeo Financial Advisors position in Q3 2026.
  • Autodesk made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #785 holding.
  • Valeo Financial Advisors first reported a position in Autodesk in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Autodesk position peaked at $610K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

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