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Aptus Capital Advisors’s Autodesk ADSK Stock Holding History

Aptus 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 		– Sell
-983
Closed -$235K – 1785
2026
Q1 		$235K Sell
983
-975
-50% -$245K ﹤0.01% 960
2025
Q4 		$580K Buy
1,958
+307
+19% +$92.9K ﹤0.01% 695
2025
Q3 		$524K Sell
1,651
-173
-9% -$52.7K ﹤0.01% 690
2025
Q2 		$565K Buy
1,824
+179
+11% +$50.8K ﹤0.01% 652
2025
Q1 		$431K Buy
1,645
+171
+12% +$48.6K ﹤0.01% 678
2024
Q4 		$436K Buy
1,474
+173
+13% +$51.1K ﹤0.01% 678
2024
Q3 		$358K Buy
1,301
+15
+1% +$3.78K 0.01% 621
2024
Q2 		$318K Buy
1,286
+22
+2% +$4.94K 0.01% 609
2024
Q1 		$329K Buy
1,264
+360
+40% +$91.1K 0.01% 609
2023
Q4 		$220K Buy
+904
New +$195K 0.01% 525
2019
Q3 		– Sell
-15,934
Closed -$2.6M – 470
2019
Q2 		$2.6M Sell
15,934
-1,316
-8% -$221K 0.37% 42
2019
Q1 		$2.69M Buy
+17,250
New +$2.58M 0.46% 39

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

Aptus Capital Advisors's ADSK Position: Q2 2026 in Review

Aptus Capital Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 983 shares — an estimated $235K sold.

Aptus Capital Advisors first reported a position in ADSK in Q1 2019 and held it in 12 quarters. The position peaked at $2.69M in Q1 2019. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Aptus Capital Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 983 Autodesk shares in Q2 2026, an estimated $235K.
  • Aptus Capital Advisors first reported a position in Autodesk in Q1 2019 and held it in 12 quarters.
  • Aptus Capital Advisors's Autodesk position peaked at $2.69M in Q1 2019.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.