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ADSK icon

Apriem Advisors’s Autodesk ADSK Stock Holding History

Apriem 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 		$5.02M Sell
25,837
-840
-3% -$192K 0.43% 40
2026
Q1 		$6.39M Sell
26,677
-969
-4% -$244K 0.61% 36
2025
Q4 		$8.18M Sell
27,646
-417
-1% -$126K 0.75% 28
2025
Q3 		$8.91M Sell
28,063
-1,399
-5% -$426K 0.84% 28
2025
Q2 		$9.12M Sell
29,462
-7,245
-20% -$2.06M 0.97% 25
2025
Q1 		$9.61M Sell
36,707
-5,879
-14% -$1.67M 1.13% 24
2024
Q4 		$12.6M Sell
42,586
-2,773
-6% -$819K 1.44% 20
2024
Q3 		$12.5M Sell
45,359
-1,333
-3% -$336K 1.46% 23
2024
Q2 		$11.6M Buy
46,692
+4,171
+10% +$937K 1.41% 21
2024
Q1 		$11.1M Sell
42,521
-683
-2% -$173K 1.39% 23
2023
Q4 		$10.5M Buy
+43,204
New +$9.33M 1.41% 23
2017
Q2 		– Sell
-25
Closed -$2K – 147
2017
Q1 		$2K Hold
25
– – ﹤0.01% 578
2016
Q4 		$2K Buy
+25
New +$1.84K ﹤0.01% 610

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 $3.37T AUM 44.26% 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

Apriem Advisors's ADSK Position: Q2 2026 in Review

Apriem Advisors reduced its Autodesk (ADSK) stake by 3.1% in Q2 2026, selling an estimated $192K and leaving 25,837 shares worth $5.02M. The position accounts for 0.43% of the portfolio, ranked #40.

Apriem Advisors first reported a position in ADSK in Q4 2016 and has held it in 13 quarters since. The position peaked at $12.6M in Q4 2024. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Apriem Advisors held 25,837 shares of Autodesk worth $5.02M as of Q2 2026.
  • Apriem Advisors sold 840 Autodesk shares in Q2 2026, an estimated $192K.
  • Autodesk made up 0.43% of Apriem Advisors's portfolio in Q2 2026, its #40 holding.
  • Apriem Advisors first reported a position in Autodesk in Q4 2016 and has held it in 13 quarters since.
  • Apriem Advisors's Autodesk position peaked at $12.6M in Q4 2024.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.