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Addison Advisors’s Autodesk ADSK Stock Holding History

Addison 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 		$3.5K Sell
18
-17
-49% -$3.88K ﹤0.01% 524
2026
Q1 		$8.38K Sell
35
-17
-33% -$4.27K ﹤0.01% 677
2025
Q4 		$15.4K Sell
52
-5
-9% -$1.51K ﹤0.01% 570
2025
Q3 		$18.1K Buy
57
+17
+43% +$5.18K ﹤0.01% 558
2025
Q2 		$12.4K Sell
40
-70
-64% -$19.9K ﹤0.01% 599
2025
Q1 		$28.8K Sell
110
-11
-9% -$3.13K 0.01% 451
2024
Q4 		$35.8K Buy
121
+74
+157% +$21.9K 0.01% 418
2024
Q3 		$12.9K Buy
+47
New +$11.8K ﹤0.01% 564

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

Addison Advisors's ADSK Position: Q2 2026 in Review

Addison Advisors reduced its Autodesk (ADSK) stake by 49% in Q2 2026, selling an estimated $3.88K and leaving 18 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Addison Advisors first reported a position in ADSK in Q3 2024 and has held it in 8 quarters since. The position peaked at $35.8K in Q4 2024. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Addison Advisors held 18 shares of Autodesk worth $3.5K as of Q2 2026.
  • Addison Advisors sold 17 Autodesk shares in Q2 2026, an estimated $3.88K.
  • Autodesk made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #524 holding.
  • Addison Advisors first reported a position in Autodesk in Q3 2024 and has held it in 8 quarters since.
  • Addison Advisors's Autodesk position peaked at $35.8K in Q4 2024.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.