Alliance Wealth Advisors (Utah)’s Autodesk ADSK Stock Holding History

Alliance Wealth Advisors (Utah)’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	$294K	Sell	1,514 -854	-36%	-$195K	0.06%	192
2026 Q1	$567K	Sell	2,368 -993	-30%	-$250K	0.12%	117
2025 Q4	$995K	Sell	3,361 -864	-20%	-$261K	0.22%	101
2025 Q3	$1.34M	Buy	4,225 +748	+22%	+$228K	0.31%	84
2025 Q2	$1.08M	Buy	3,477 +734	+27%	+$208K	0.26%	90
2025 Q1	$718K	Buy	2,743 +680	+33%	+$193K	0.19%	121
2024 Q4	$610K	Buy	2,063 +1,082	+110%	+$320K	0.16%	144
2024 Q3	$270K	Buy	+981	New	+$247K	0.07%	215
2024 Q2	–	Sell	-10,970	Closed	-$2.86M	–	227
2024 Q1	$2.86M	Buy	10,970 +495	+5%	+$125K	0.85%	38
2023 Q4	$2.55M	Buy	10,475 +35	+0.3%	+$7.56K	0.86%	34
2023 Q3	$2.16M	Buy	10,440 +423	+4%	+$88.9K	0.8%	39
2023 Q2	$2.05M	Sell	10,017 -2,723	-21%	-$545K	0.76%	42
2023 Q1	$2.65M	Buy	12,740 +601	+5%	+$124K	1.07%	20
2022 Q4	$2.27M	Buy	+12,139	New	+$2.44M	1.02%	28

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Alliance Wealth Advisors (Utah)'s ADSK Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Autodesk (ADSK) stake by 36% in Q2 2026, selling an estimated $195K and leaving 1,514 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #192.

Alliance Wealth Advisors (Utah) first reported a position in ADSK in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.86M in Q1 2024. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Alliance Wealth Advisors (Utah) held 1,514 shares of Autodesk worth $294K as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 854 Autodesk shares in Q2 2026, an estimated $195K.
Autodesk made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #192 holding.
Alliance Wealth Advisors (Utah) first reported a position in Autodesk in Q4 2022 and has held it in 14 quarters since.
Alliance Wealth Advisors (Utah)'s Autodesk position peaked at $2.86M in Q1 2024.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.