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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Valeo Financial Advisors's ADSK Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,502 shares — an estimated $360K sold.

Valeo Financial Advisors first reported a position in ADSK in Q3 2017 and held it in 26 quarters. The position peaked at $610K in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,502 Autodesk shares in Q2 2026, an estimated $360K.
  • Valeo Financial Advisors first reported a position in Autodesk in Q3 2017 and held it in 26 quarters.
  • Valeo Financial Advisors's Autodesk position peaked at $610K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.