ZIG
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Zullo Investment Group’s Autodesk ADSK Stock Holding History

Zullo Investment Group’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
-948
Closed -$227K – 159
2026
Q1 		$227K Buy
948
+7
+0.7% +$1.76K 0.09% 137
2025
Q4 		$279K Sell
941
-95
-9% -$28.7K 0.1% 122
2025
Q3 		$329K Sell
1,036
-3
-0.3% -$914 0.12% 115
2025
Q2 		$322K Buy
1,039
+14
+1% +$3.97K 0.13% 116
2025
Q1 		$268K Sell
1,025
-1
-0.1% -$284 0.12% 121
2024
Q4 		$303K Sell
1,026
-24
-2% -$7.09K 0.12% 119
2024
Q3 		$289K Sell
1,050
-54
-5% -$13.6K 0.12% 125
2024
Q2 		$273K Sell
1,104
-22
-2% -$4.94K 0.12% 126
2024
Q1 		$293K Sell
1,126
-2
-0.2% -$506 0.14% 121
2023
Q4 		$275K Hold
1,128
– – 0.14% 119
2023
Q3 		$233K Hold
1,128
– – 0.14% 121
2023
Q2 		$231K Sell
1,128
-8
-0.7% -$1.6K 0.13% 122
2023
Q1 		$236K Buy
1,136
+5
+0.4% +$1.03K 0.15% 118
2022
Q4 		$211K Hold
1,131
– – 0.13% 127
2022
Q3 		$211K Sell
1,131
-99
-8% -$20K 0.14% 122
2022
Q2 		$212K Buy
1,230
+6
+0.5% +$1.15K 0.13% 130
2022
Q1 		$262K Sell
1,224
-47
-4% -$10.8K 0.14% 124
2021
Q4 		$357K Buy
+1,271
New +$370K 0.18% 109

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Zullo Investment Group's ADSK Position: Q2 2026 in Review

Zullo Investment Group sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 948 shares — an estimated $227K sold.

Zullo Investment Group first reported a position in ADSK in Q4 2021 and held it in 18 quarters. The position peaked at $357K in Q4 2021. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Zullo Investment Group reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Zullo Investment Group sold 948 Autodesk shares in Q2 2026, an estimated $227K.
  • Zullo Investment Group first reported a position in Autodesk in Q4 2021 and held it in 18 quarters.
  • Zullo Investment Group's Autodesk position peaked at $357K in Q4 2021.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.