Annis Gardner Whiting Capital Advisors’s Autodesk ADSK Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$583K	Sell	3,001 -90	-3%	-$20.6K	0.09%	183
2026 Q1	$740K	Sell	3,091 -96	-3%	-$24.1K	0.12%	142
2025 Q4	$943K	Sell	3,187 -34	-1%	-$10.3K	0.18%	103
2025 Q3	$1.02M	Sell	3,221 -20	-0.6%	-$6.09K	0.21%	85
2025 Q2	$1M	Buy	3,241 +235	+8%	+$66.7K	0.35%	62
2025 Q1	$787K	Sell	3,006 -83	-3%	-$23.6K	0.33%	68
2024 Q4	$913K	Sell	3,089 -70	-2%	-$20.7K	0.26%	75
2024 Q3	$870K	Sell	3,159 -85	-3%	-$21.4K	0.25%	79
2024 Q2	$803K	Sell	3,244 -258	-7%	-$58K	0.23%	87
2024 Q1	$912K	Sell	3,502 -145	-4%	-$36.7K	0.33%	58
2023 Q4	$888K	Sell	3,647 -627	-15%	-$135K	0.39%	44
2023 Q3	$884K	Buy	+4,274	New	+$898K	0.47%	34

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors's ADSK Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Autodesk (ADSK) stake by 2.9% in Q2 2026, selling an estimated $20.6K and leaving 3,001 shares worth $583K. The position accounts for 0.09% of the portfolio, ranked #183.

Annis Gardner Whiting Capital Advisors first reported a position in ADSK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 3,001 shares of Autodesk worth $583K as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 90 Autodesk shares in Q2 2026, an estimated $20.6K.
Autodesk made up 0.09% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #183 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Autodesk in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Autodesk position peaked at $1.02M in Q3 2025.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.