AW
ADSK icon

Avion Wealth’s Autodesk ADSK Stock Holding History

Avion Wealth’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 		$7K Sell
38
-16
-30% -$3.65K ﹤0.01% 682
2026
Q1 		$12K Buy
54
+4
+8% +$1K ﹤0.01% 431
2025
Q4 		$14K Buy
50
+2
+4% +$605 ﹤0.01% 406
2025
Q3 		$15K Sell
48
-6
-11% -$1.83K ﹤0.01% 386
2025
Q2 		$16K Buy
54
+23
+74% +$6.53K ﹤0.01% 355
2025
Q1 		$9K Hold
31
– – ﹤0.01% 406
2024
Q4 		$9K Sell
31
-38
-55% -$11.2K ﹤0.01% 405
2024
Q3 		$19K Buy
69
+10
+17% +$2.52K 0.01% 262
2024
Q2 		$14K Buy
59
+39
+195% +$8.76K ﹤0.01% 273
2024
Q1 		$6K Buy
20
+2
+11% +$506 ﹤0.01% 406
2023
Q4 		$4K Buy
+18
New +$3.89K ﹤0.01% 417
2023
Q3 		– Sell
-5
Closed -$1K – 774
2023
Q2 		$1K Buy
+5
New +$1K ﹤0.01% 515

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 $3.38T AUM 44.17% 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

Avion Wealth's ADSK Position: Q2 2026 in Review

Avion Wealth reduced its Autodesk (ADSK) stake by 30% in Q2 2026, selling an estimated $3.65K and leaving 38 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Avion Wealth first reported a position in ADSK in Q2 2023 and has held it in 12 quarters since. The position peaked at $19K in Q3 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Avion Wealth held 38 shares of Autodesk worth $7K as of Q2 2026.
  • Avion Wealth sold 16 Autodesk shares in Q2 2026, an estimated $3.65K.
  • Autodesk made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #682 holding.
  • Avion Wealth first reported a position in Autodesk in Q2 2023 and has held it in 12 quarters since.
  • Avion Wealth's Autodesk position peaked at $19K in Q3 2024.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.