AF
ADSK icon

Allworth Financial’s Autodesk ADSK Stock Holding History

Allworth Financial’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 		$378K Sell
1,947
-861
-31% -$197K ﹤0.01% 1127
2026
Q1 		$672K Buy
2,808
+963
+52% +$242K ﹤0.01% 834
2025
Q4 		$546K Buy
1,845
+578
+46% +$175K ﹤0.01% 897
2025
Q3 		$402K Buy
1,267
+185
+17% +$56.4K ﹤0.01% 971
2025
Q2 		$335K Buy
1,082
+217
+25% +$61.6K ﹤0.01% 969
2025
Q1 		$235K Sell
865
-53
-6% -$15.1K ﹤0.01% 895
2024
Q4 		$277K Buy
918
+86
+10% +$25.4K ﹤0.01% 846
2024
Q3 		$229K Sell
832
-14
-2% -$3.52K ﹤0.01% 778
2024
Q2 		$205K Buy
846
+126
+18% +$28.3K ﹤0.01% 808
2024
Q1 		$187K Buy
720
+91
+14% +$23K ﹤0.01% 807
2023
Q4 		$153K Sell
629
-12
-2% -$2.59K ﹤0.01% 800
2023
Q3 		$133K Sell
641
-67
-9% -$14.1K ﹤0.01% 786
2023
Q2 		$145K Sell
708
-28
-4% -$5.6K ﹤0.01% 777
2023
Q1 		$153K Buy
736
+70
+11% +$14.4K ﹤0.01% 718
2022
Q4 		$124K Sell
666
-277
-29% -$55.6K ﹤0.01% 754
2022
Q3 		$176K Buy
943
+489
+108% +$98.8K ﹤0.01% 612
2022
Q2 		$78K Sell
454
-191
-30% -$36.7K ﹤0.01% 780
2022
Q1 		$138K Buy
645
+454
+238% +$105K ﹤0.01% 640
2021
Q4 		$54K Buy
+191
New +$55.7K ﹤0.01% 815
2020
Q2 		– Sell
-13
Closed -$2K – 1159
2020
Q1 		$2K Buy
+13
New +$2.39K ﹤0.01% 1024
2019
Q3 		– Sell
-300
Closed -$49K – 939
2019
Q2 		$49K Hold
300
– – ﹤0.01% 320
2019
Q1 		$47K Buy
+300
New +$44.8K ﹤0.01% 318
2018
Q2 		– Sell
-2
Closed – – 929
2018
Q1 		$0 Sell
2
-1
-33% -$119 ﹤0.01% 797
2017
Q4 		$0 Buy
+3
New +$350 ﹤0.01% 723
2017
Q2 		– Sell
-24
Closed -$2K – 729
2017
Q1 		$2K Buy
+24
New +$2.01K ﹤0.01% 629

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

Allworth Financial's ADSK Position: Q2 2026 in Review

Allworth Financial reduced its Autodesk (ADSK) stake by 31% in Q2 2026, selling an estimated $197K and leaving 1,947 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Allworth Financial first reported a position in ADSK in Q1 2017 and has held it in 25 quarters since. The position peaked at $672K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Allworth Financial held 1,947 shares of Autodesk worth $378K as of Q2 2026.
  • Allworth Financial sold 861 Autodesk shares in Q2 2026, an estimated $197K.
  • Autodesk made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1127 holding.
  • Allworth Financial first reported a position in Autodesk in Q1 2017 and has held it in 25 quarters since.
  • Allworth Financial's Autodesk position peaked at $672K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.