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Angeles Wealth Management’s Autodesk ADSK Stock Holding History

Angeles 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 		– Sell
-902
Closed -$216K – 634
2026
Q1 		$216K Buy
902
+210
+30% +$52.8K 0.01% 389
2025
Q4 		$205K Buy
692
+43
+7% +$13K 0.01% 363
2025
Q3 		$206K Buy
+649
New +$198K 0.01% 326

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

Angeles Wealth Management's ADSK Position: Q2 2026 in Review

Angeles Wealth Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 902 shares — an estimated $216K sold.

Angeles Wealth Management first reported a position in ADSK in Q3 2025 and held it in 3 quarters. The position peaked at $216K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Angeles Wealth Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 902 Autodesk shares in Q2 2026, an estimated $216K.
  • Angeles Wealth Management first reported a position in Autodesk in Q3 2025 and held it in 3 quarters.
  • Angeles Wealth Management's Autodesk position peaked at $216K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.