Alpha Omega Wealth Management’s Autodesk ADSK Stock Holding History

Alpha Omega 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	$237K	Buy	1,218 +9	+0.7%	+$2.06K	0.04%	194
2026 Q1	$289K	Buy	1,209 +229	+23%	+$57.6K	0.05%	176
2025 Q4	$290K	Buy	980 +4	+0.4%	+$1.21K	0.05%	178
2025 Q3	$310K	Buy	976 +105	+12%	+$32K	0.05%	173
2025 Q2	$270K	Buy	871 +4	+0.5%	+$1.14K	0.05%	183
2025 Q1	$227K	Buy	867 +21	+2%	+$5.97K	0.04%	190
2024 Q4	$250K	Sell	846 -56	-6%	-$16.5K	0.05%	184
2024 Q3	$248K	Sell	902 -10	-1%	-$2.52K	0.05%	187
2024 Q2	$226K	Buy	912 +14	+2%	+$3.15K	0.04%	193
2024 Q1	$234K	Buy	898 +3	+0.3%	+$759	0.04%	193
2023 Q4	$218K	Buy	+895	New	+$193K	0.04%	196
2021 Q3	–	Sell	-1,022	Closed	-$298K	–	222
2021 Q2	$298K	Hold	1,022	–	–	0.05%	189
2021 Q1	$283K	Sell	1,022 -551	-35%	-$159K	0.05%	186
2020 Q4	$480K	Sell	1,573 -22	-1%	-$5.8K	0.08%	143
2020 Q3	$368K	Hold	1,595	–	–	0.05%	148
2020 Q2	$382K	Hold	1,595	–	–	0.06%	142
2020 Q1	$249K	Hold	1,595	–	–	0.05%	165
2019 Q4	$293K	Hold	1,595	–	–	0.05%	173
2019 Q3	$244K	Buy	1,595 +1,573	+7,150%	+$245K	0.04%	193
2019 Q2	$4K	Hold	22	–	–	﹤0.01%	513
2019 Q1	$3K	Buy	+22	New	+$3.29K	﹤0.01%	510

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

Alpha Omega Wealth Management's ADSK Position: Q2 2026 in Review

Alpha Omega Wealth Management increased its Autodesk (ADSK) stake by 0.74% in Q2 2026, buying an estimated $2.06K and bringing the position to 1,218 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #194.

Alpha Omega Wealth Management first reported a position in ADSK in Q1 2019 and has held it in 21 quarters since. The position peaked at $480K in Q4 2020. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Alpha Omega Wealth Management held 1,218 shares of Autodesk worth $237K as of Q2 2026.
Alpha Omega Wealth Management bought 9 Autodesk shares in Q2 2026, an estimated $2.06K.
Autodesk made up 0.04% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #194 holding.
Alpha Omega Wealth Management first reported a position in Autodesk in Q1 2019 and has held it in 21 quarters since.
Alpha Omega Wealth Management's Autodesk position peaked at $480K in Q4 2020.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.