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Allied Private Wealth’s Autodesk ADSK Stock Holding History

Allied 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 		$14.2K Buy
+69
New +$15.8K 0.01% 462

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

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

Allied Private Wealth opened a new position in Autodesk (ADSK) in Q2 2026: 69 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings.

1,193 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Allied Private Wealth held 69 shares of Autodesk worth $14.2K as of Q2 2026.
  • Autodesk was a new Allied Private Wealth position in Q2 2026.
  • Autodesk made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #462 holding.
  • 1,193 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

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