B. Riley Wealth Advisors’s Autodesk ADSK Stock Holding History

B. Riley Wealth 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	$566K	Sell	2,900 -125	-4%	-$28.5K	0.03%	439
2026 Q1	$713K	Sell	3,025 -1,349	-31%	-$339K	0.05%	362
2025 Q4	$1.29M	Buy	4,374 +31	+0.7%	+$9.38K	0.06%	295
2025 Q3	$1.38M	Sell	4,343 -101	-2%	-$30.8K	0.06%	280
2025 Q2	$1.38M	Buy	+4,444	New	+$1.26M	0.06%	277
2024 Q4	$970K	Sell	3,281 -741	-18%	-$219K	0.03%	458
2024 Q3	$1.1M	Sell	4,022 -178	-4%	-$44.8K	0.03%	476
2024 Q2	$1.04M	Sell	4,200 -2,583	-38%	-$580K	0.03%	522
2024 Q1	$1.4M	Buy	6,783 +448	+7%	+$113K	0.04%	434
2023 Q4	$1.54M	Sell	6,335 -448	-7%	-$96.7K	0.04%	417
2023 Q3	$1.4M	Sell	6,783 -3,961	-37%	-$832K	0.04%	434
2023 Q2	$2.2M	Buy	10,744 +1,642	+18%	+$328K	0.05%	353
2023 Q1	$1.89M	Buy	9,102 +142	+2%	+$29.2K	0.05%	357
2022 Q4	$1.67M	Buy	8,960 +3,254	+57%	+$653K	0.05%	381
2022 Q3	$1.07M	Buy	5,706 +16	+0.3%	+$3.23K	0.03%	487
2022 Q2	$979K	Sell	5,690 -127	-2%	-$24.4K	0.04%	427
2022 Q1	$1.25M	Buy	5,817 +2,180	+60%	+$502K	0.04%	412
2021 Q4	$1.02M	Sell	3,637 -1,546	-30%	-$451K	0.03%	526
2021 Q3	$1.48M	Buy	5,183 +646	+14%	+$198K	0.05%	411
2021 Q2	$1.32M	Sell	4,537 -361	-7%	-$103K	0.04%	435
2021 Q1	$1.36M	Sell	4,898 -1,119	-19%	-$323K	0.05%	403
2020 Q4	$1.84M	Buy	6,017 +360	+6%	+$94.9K	0.1%	214
2020 Q3	$1.31M	Sell	5,657 -441	-7%	-$105K	0.07%	268
2020 Q2	$1.46M	Sell	6,098 -1,519	-20%	-$299K	0.1%	215
2020 Q1	$1.19M	Buy	7,617 +1,819	+31%	+$334K	0.1%	203
2019 Q4	$1.06M	Buy	5,798 +2,622	+83%	+$425K	0.09%	235
2019 Q3	$470K	Buy	3,176 +66	+2%	+$10.3K	0.05%	428
2019 Q2	$507K	Buy	3,110 +409	+15%	+$68.8K	0.06%	369
2019 Q1	$421K	Buy	+2,701	New	+$404K	0.05%	383
2018 Q3	–	Sell	-4,487	Closed	-$589K	–	718
2018 Q2	$589K	Buy	+4,487	New	+$594K	0.08%	282
2015 Q1	–	Sell	-1,049	Closed	-$63	–	603
2014 Q4	$63	Buy	+1,049	New	+$60.7K	﹤0.01%	1972

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

B. Riley Wealth Advisors's ADSK Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Autodesk (ADSK) stake by 4.1% in Q2 2026, selling an estimated $28.5K and leaving 2,900 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #439.

B. Riley Wealth Advisors first reported a position in ADSK in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.2M in Q2 2023. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

B. Riley Wealth Advisors held 2,900 shares of Autodesk worth $566K as of Q2 2026.
B. Riley Wealth Advisors sold 125 Autodesk shares in Q2 2026, an estimated $28.5K.
Autodesk made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #439 holding.
B. Riley Wealth Advisors first reported a position in Autodesk in Q4 2014 and has held it in 31 quarters since.
B. Riley Wealth Advisors's Autodesk position peaked at $2.2M in Q2 2023.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.