AWM
ADSK icon

Aprio Wealth Management’s Autodesk ADSK Stock Holding History

Aprio 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 		$264K Sell
1,356
-473
-26% -$108K 0.01% 548
2026
Q1 		$438K Sell
1,829
-6
-0.3% -$1.51K 0.02% 394
2025
Q4 		$543K Buy
1,835
+467
+34% +$141K 0.03% 299
2025
Q3 		$435K Buy
1,368
+52
+4% +$15.8K 0.04% 248
2025
Q2 		$407K Buy
1,316
+297
+29% +$84.3K 0.05% 227
2025
Q1 		$267K Sell
1,019
-1
-0.1% -$284 0.03% 293
2024
Q4 		$301K Buy
1,020
+22
+2% +$6.5K 0.04% 211
2024
Q3 		$275K Buy
998
+81
+9% +$20.4K 0.04% 214
2024
Q2 		$227K Sell
917
-854
-48% -$192K 0.04% 224
2024
Q1 		$461K Buy
1,771
+201
+13% +$50.9K 0.09% 107
2023
Q4 		$382K Buy
1,570
+185
+13% +$39.9K 0.09% 110
2023
Q3 		$287K Buy
+1,385
New +$291K 0.08% 118

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

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

Aprio Wealth Management reduced its Autodesk (ADSK) stake by 26% in Q2 2026, selling an estimated $108K and leaving 1,356 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #548.

Aprio Wealth Management first reported a position in ADSK in Q3 2023 and has held it in 12 quarters since. The position peaked at $543K in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Aprio Wealth Management held 1,356 shares of Autodesk worth $264K as of Q2 2026.
  • Aprio Wealth Management sold 473 Autodesk shares in Q2 2026, an estimated $108K.
  • Autodesk made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Aprio Wealth Management first reported a position in Autodesk in Q3 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's Autodesk position peaked at $543K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.