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

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
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
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

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. 39 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.
  • 39 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.