AWP
ADSK icon

Accretive Wealth Partners’s Autodesk ADSK Stock Holding History

Accretive Wealth Partners’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 		$809K Sell
4,162
-191
-4% -$43.6K 0.2% 98
2026
Q1 		$1.04M Buy
4,353
+47
+1% +$11.8K 0.29% 85
2025
Q4 		$1.27M Sell
4,306
-234
-5% -$70.8K 0.38% 75
2025
Q3 		$1.44M Buy
4,540
+90
+2% +$27.4K 0.44% 69
2025
Q2 		$1.38M Buy
4,450
+45
+1% +$12.8K 0.45% 70
2025
Q1 		$1.23M Buy
4,405
+395
+10% +$112K 0.43% 73
2024
Q4 		$1.19M Sell
4,010
-29
-0.7% -$8.57K 0.5% 67
2024
Q3 		$1.11M Buy
4,039
+2
+0% +$503 0.47% 75
2024
Q2 		$999K Buy
4,037
+14
+0.3% +$3.15K 0.42% 78
2024
Q1 		$866K Sell
4,023
-45
-1% -$11.4K 0.38% 84
2023
Q4 		$990K Buy
4,068
+15
+0.4% +$3.24K 0.48% 76
2023
Q3 		$839K Buy
4,053
+48
+1% +$10.1K 0.5% 63
2023
Q2 		$819K Buy
4,005
+198
+5% +$39.6K 0.49% 70
2023
Q1 		$792K Buy
3,807
+44
+1% +$9.06K 0.51% 64
2022
Q4 		$703K Buy
3,763
+76
+2% +$15.3K 0.48% 67
2022
Q3 		$689K Sell
3,687
-5
-0.1% -$1.01K 0.52% 60
2022
Q2 		$635K Sell
3,692
-118
-3% -$22.7K 0.46% 73
2022
Q1 		$817K Buy
+3,810
New +$878K 0.51% 71

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 $3.37T AUM 44.26% 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

Accretive Wealth Partners's ADSK Position: Q2 2026 in Review

Accretive Wealth Partners reduced its Autodesk (ADSK) stake by 4.4% in Q2 2026, selling an estimated $43.6K and leaving 4,162 shares worth $809K. The position accounts for 0.2% of the portfolio, ranked #98.

Accretive Wealth Partners first reported a position in ADSK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.44M in Q3 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Accretive Wealth Partners held 4,162 shares of Autodesk worth $809K as of Q2 2026.
  • Accretive Wealth Partners sold 191 Autodesk shares in Q2 2026, an estimated $43.6K.
  • Autodesk made up 0.2% of Accretive Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Accretive Wealth Partners first reported a position in Autodesk in Q1 2022 and has held it in 18 quarters since.
  • Accretive Wealth Partners's Autodesk position peaked at $1.44M in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.