AP
ADSK icon

Appleton Partners’s Autodesk ADSK Stock Holding History

Appleton Partners’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 		$5.24M Sell
26,947
-845
-3% -$193K 0.32% 76
2026
Q1 		$6.65M Buy
27,792
+335
+1% +$84.2K 0.46% 68
2025
Q4 		$8.13M Buy
27,457
+2,789
+11% +$844K 0.54% 63
2025
Q3 		$7.84M Sell
24,668
-370
-1% -$113K 0.53% 63
2025
Q2 		$7.75M Buy
25,038
+196
+0.8% +$55.6K 0.55% 63
2025
Q1 		$6.5M Buy
24,842
+25
+0.1% +$7.11K 0.5% 66
2024
Q4 		$7.33M Buy
24,817
+479
+2% +$142K 0.54% 62
2024
Q3 		$6.71M Sell
24,338
-341
-1% -$85.8K 0.49% 66
2024
Q2 		$6.11M Buy
24,679
+183
+0.7% +$41.1K 0.47% 68
2024
Q1 		$6.38M Buy
24,496
+15,062
+160% +$3.81M 0.5% 65
2023
Q4 		$2.3M Buy
9,434
+765
+9% +$165K 0.19% 102
2023
Q3 		$1.79M Buy
8,669
+852
+11% +$179K 0.16% 108
2023
Q2 		$1.6M Buy
7,817
+2,714
+53% +$543K 0.14% 121
2023
Q1 		$1.06M Buy
5,103
+424
+9% +$87.3K 0.09% 147
2022
Q4 		$874K Buy
4,679
+607
+15% +$122K 0.08% 160
2022
Q3 		$761K Sell
4,072
-200
-5% -$40.4K 0.08% 162
2022
Q2 		$735K Sell
4,272
-485
-10% -$93.3K 0.07% 168
2022
Q1 		$1.02M Sell
4,757
-49
-1% -$11.3K 0.08% 159
2021
Q4 		$1.35M Sell
4,806
-29
-0.6% -$8.45K 0.1% 146
2021
Q3 		$1.38M Buy
4,835
+1,367
+39% +$418K 0.11% 140
2021
Q2 		$1.01M Buy
3,468
+804
+30% +$229K 0.09% 154
2021
Q1 		$738K Buy
2,664
+837
+46% +$241K 0.07% 168
2020
Q4 		$558K Buy
+1,827
New +$481K 0.05% 176

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Appleton Partners's ADSK Position: Q2 2026 in Review

Appleton Partners reduced its Autodesk (ADSK) stake by 3% in Q2 2026, selling an estimated $193K and leaving 26,947 shares worth $5.24M. The position accounts for 0.32% of the portfolio, ranked #76.

Appleton Partners first reported a position in ADSK in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.13M in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Appleton Partners held 26,947 shares of Autodesk worth $5.24M as of Q2 2026.
  • Appleton Partners sold 845 Autodesk shares in Q2 2026, an estimated $193K.
  • Autodesk made up 0.32% of Appleton Partners's portfolio in Q2 2026, its #76 holding.
  • Appleton Partners first reported a position in Autodesk in Q4 2020 and has held it in 23 quarters since.
  • Appleton Partners's Autodesk position peaked at $8.13M in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.