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Alliance Private Wealth’s Autodesk ADSK Stock Holding History

Alliance Private Wealth’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 		$931K Sell
4,791
-130
-3% -$29.7K 0.32% 59
2026
Q1 		$1.18M Buy
4,921
+457
+10% +$115K 0.42% 52
2025
Q4 		$1.07M Buy
+4,464
New +$1.35M 0.37% 57

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

Alliance Private Wealth's ADSK Position: Q2 2026 in Review

Alliance Private Wealth reduced its Autodesk (ADSK) stake by 2.6% in Q2 2026, selling an estimated $29.7K and leaving 4,791 shares worth $931K. The position accounts for 0.32% of the portfolio, ranked #59.

Alliance Private Wealth first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 1,192 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Alliance Private Wealth held 4,791 shares of Autodesk worth $931K as of Q2 2026.
  • Alliance Private Wealth sold 130 Autodesk shares in Q2 2026, an estimated $29.7K.
  • Autodesk made up 0.32% of Alliance Private Wealth's portfolio in Q2 2026, its #59 holding.
  • Alliance Private Wealth first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Autodesk position peaked at $1.18M in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.