AWM
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Axxcess Wealth Management’s Autodesk ADSK Stock Holding History

Axxcess 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 		$1.88M Buy
+9,668
New +$2.21M 0.03% 402
2026
Q1 		– Sell
-5,322
Closed -$1.58M – 385
2025
Q4 		$1.58M Buy
5,322
+4,640
+680% +$1.4M 0.03% 415
2025
Q3 		$217K Hold
682
– – ﹤0.01% 864
2025
Q2 		$211K Buy
+682
New +$193K ﹤0.01% 833
2025
Q1 		– Sell
-752
Closed -$222K – 849
2024
Q4 		$222K Sell
752
-738
-50% -$218K 0.01% 785
2024
Q3 		$410K Buy
1,490
+381
+34% +$95.9K 0.01% 601
2024
Q2 		$274K Sell
1,109
-913
-45% -$205K 0.01% 684
2024
Q1 		$527K Buy
2,022
+773
+62% +$196K 0.01% 521
2023
Q4 		$304K Buy
+1,249
New +$270K 0.01% 639
2022
Q1 		– Sell
-767
Closed -$216K – 629
2021
Q4 		$216K Buy
+767
New +$224K 0.02% 569

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

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

Axxcess Wealth Management opened a new position in Autodesk (ADSK) in Q2 2026: 9,668 shares worth $1.88M. The stake represents 0.03% of the portfolio and ranks #402 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ADSK as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ADSK in Q4 2021 and has held it in 10 quarters since. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Axxcess Wealth Management held 9,668 shares of Autodesk worth $1.88M as of Q2 2026.
  • Autodesk was a new Axxcess Wealth Management position in Q2 2026.
  • Autodesk made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Axxcess Wealth Management first reported a position in Autodesk in Q4 2021 and has held it in 10 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.