VFA
ADSK icon

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
2020
Q3 		– Sell
-100
Closed -$24K – 1573
2020
Q2 		$24K Buy
+100
New +$19.7K ﹤0.01% 987

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. 315 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.
  • 315 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.