AWM
ADSK icon

AE Wealth Management’s Autodesk ADSK Stock Holding History

AE Wealth Management’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 		$848K Sell
4,362
-3,385
-44% -$773K ﹤0.01% 979
2026
Q1 		$1.85M Buy
7,747
+4,926
+175% +$1.24M 0.01% 669
2025
Q4 		$835K Sell
2,821
-35
-1% -$10.6K ﹤0.01% 853
2025
Q3 		$907K Buy
2,856
+165
+6% +$50.3K 0.01% 778
2025
Q2 		$833K Buy
2,691
+675
+33% +$191K 0.01% 772
2025
Q1 		$528K Buy
2,016
+278
+16% +$79.1K ﹤0.01% 904
2024
Q4 		$514K Buy
1,738
+364
+26% +$108K ﹤0.01% 904
2024
Q3 		$379K Buy
1,374
+46
+3% +$11.6K ﹤0.01% 961
2024
Q2 		$329K Buy
1,328
+295
+29% +$66.3K ﹤0.01% 999
2024
Q1 		$269K Sell
1,033
-6,740
-87% -$1.71M ﹤0.01% 996
2023
Q4 		$1.97M Buy
7,773
+3,732
+92% +$806K 0.01% 911
2023
Q3 		$836K Sell
4,041
-15,674
-80% -$3.29M 0.01% 1172
2023
Q2 		$4.03M Buy
19,715
+4,620
+31% +$924K 0.02% 608
2023
Q1 		$3.14M Sell
15,095
-2,624
-15% -$540K 0.02% 647
2022
Q4 		$3.31M Sell
17,719
-2,805
-14% -$563K 0.02% 585
2022
Q3 		$3.83M Sell
20,524
-3,058
-13% -$618K 0.03% 488
2022
Q2 		$4.05M Buy
23,582
+2,602
+12% +$500K 0.03% 446
2022
Q1 		$4.5M Buy
20,980
+3,115
+17% +$718K 0.03% 468
2021
Q4 		$5.02M Sell
17,865
-2,750
-13% -$802K 0.04% 412
2021
Q3 		$5.88M Buy
20,615
+7,601
+58% +$2.33M 0.05% 342
2021
Q2 		$3.8M Buy
13,014
+12,196
+1,491% +$3.48M 0.03% 448
2021
Q1 		$227K Buy
818
+12
+1% +$3.46K ﹤0.01% 1362
2020
Q4 		$246K Buy
+806
New +$212K ﹤0.01% 1209
2020
Q1 		– Sell
-1,467
Closed -$269K – 1110
2019
Q4 		$269K Buy
+1,467
New +$238K 0.01% 946
2019
Q3 		– Sell
-1,909
Closed -$311K – 990
2019
Q2 		$311K Buy
+1,909
New +$321K 0.01% 735

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

AE Wealth Management's ADSK Position: Q2 2026 in Review

AE Wealth Management reduced its Autodesk (ADSK) stake by 44% in Q2 2026, selling an estimated $773K and leaving 4,362 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

AE Wealth Management first reported a position in ADSK in Q2 2019 and has held it in 25 quarters since. The position peaked at $5.88M in Q3 2021. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • AE Wealth Management held 4,362 shares of Autodesk worth $848K as of Q2 2026.
  • AE Wealth Management sold 3,385 Autodesk shares in Q2 2026, an estimated $773K.
  • Autodesk made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #979 holding.
  • AE Wealth Management first reported a position in Autodesk in Q2 2019 and has held it in 25 quarters since.
  • AE Wealth Management's Autodesk position peaked at $5.88M in Q3 2021.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.