Avior Wealth Management’s Autodesk ADSK Stock Holding History

Avior 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	$892K	Buy	4,587 +487	+12%	+$111K	0.02%	382
2026 Q1	$982K	Sell	4,100 -651	-14%	-$164K	0.03%	356
2025 Q4	$1.41M	Buy	4,751 +297	+7%	+$89.9K	0.04%	251
2025 Q3	$1.41M	Buy	4,454 +6	+0.1%	+$1.83K	0.05%	246
2025 Q2	$1.38M	Buy	4,448 +1,278	+40%	+$363K	0.05%	228
2025 Q1	$830K	Sell	3,170 -1,297	-29%	-$369K	0.03%	300
2024 Q4	$1.32M	Sell	4,467 -336	-7%	-$99.3K	0.05%	238
2024 Q3	$1.32M	Buy	4,803 +17	+0.4%	+$4.28K	0.05%	232
2024 Q2	$1.18M	Sell	4,786 -366	-7%	-$82.2K	0.05%	233
2024 Q1	$1.34M	Buy	5,152 +54	+1%	+$13.7K	0.06%	228
2023 Q4	$1.24M	Hold	5,098	–	–	0.08%	171
2023 Q3	$1.05M	Hold	5,098	–	–	0.07%	179
2023 Q2	$1.04M	Sell	5,098 -6	-0.1%	-$1.2K	0.07%	195
2023 Q1	$1.06M	Sell	5,104 -27	-0.5%	-$5.56K	0.07%	192
2022 Q4	$959K	Hold	5,131	–	–	0.07%	194
2022 Q3	$958K	Hold	5,131	–	–	0.08%	172
2022 Q2	$881K	Sell	5,131 -7	-0.1%	-$1.35K	0.09%	161
2022 Q1	$1.1M	Sell	5,138 -1,094	-18%	-$252K	0.09%	151
2021 Q4	$1.75M	Hold	6,232	–	–	0.14%	116
2021 Q3	$1.78M	Sell	6,232 -110	-2%	-$33.7K	0.15%	120
2021 Q2	$1.85M	Sell	6,342 -1,029	-14%	-$294K	0.19%	111
2021 Q1	$2.04M	Sell	7,371 -13	-0.2%	-$3.75K	0.22%	102
2020 Q4	$2.25M	Sell	7,384 -231	-3%	-$60.9K	0.28%	87
2020 Q3	$1.76M	Buy	7,615 +993	+15%	+$236K	0.25%	93
2020 Q2	$1.58M	Buy	6,622 +28	+0.4%	+$5.5K	0.25%	99
2020 Q1	$1.03M	Buy	6,594 +60	+0.9%	+$11K	0.2%	121
2019 Q4	$1.2M	Sell	6,534 -225	-3%	-$36.5K	0.19%	117
2019 Q3	$997K	Hold	6,759	–	–	0.17%	122
2019 Q2	$1.1M	Buy	6,759 +335	+5%	+$56.3K	0.2%	116
2019 Q1	$1M	Hold	6,424	–	–	0.21%	106
2018 Q4	$826K	Hold	6,424	–	–	0.2%	108
2018 Q3	$1M	Hold	6,424	–	–	0.21%	102
2018 Q2	$842K	Sell	6,424 -11	-0.2%	-$1.46K	0.19%	113
2018 Q1	$808K	Sell	6,435 -1,588	-20%	-$189K	0.19%	116
2017 Q4	$841K	Buy	+8,023	New	+$935K	0.19%	113
2016 Q4	–	Sell	-1,400	Closed	-$101K	–	493
2016 Q3	$101K	Buy	+1,400	New	+$88.2K	0.04%	172

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Avior Wealth Management increased its Autodesk (ADSK) stake by 12% in Q2 2026, buying an estimated $111K and bringing the position to 4,587 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #382.

Avior Wealth Management first reported a position in ADSK in Q3 2016 and has held it in 36 quarters since. The position peaked at $2.25M in Q4 2020. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Avior Wealth Management held 4,587 shares of Autodesk worth $892K as of Q2 2026.
Avior Wealth Management bought 487 Autodesk shares in Q2 2026, an estimated $111K.
Autodesk made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #382 holding.
Avior Wealth Management first reported a position in Autodesk in Q3 2016 and has held it in 36 quarters since.
Avior Wealth Management's Autodesk position peaked at $2.25M in Q4 2020.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.