Baker Tilly Wealth Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$764K Buy
3,931
+147
+4% +$33.6K 0.16% 123
2026
Q1
$906K Sell
3,784
-497
-12% -$125K 0.22% 96
2025
Q4
$1.27M Buy
4,281
+19
+0.4% +$5.75K 0.31% 56
2025
Q3
$1.35M Buy
4,262
+8
+0.2% +$2.44K 0.31% 57
2025
Q2
$1.32M Sell
4,254
-155
-4% -$44K 0.47% 35
2025
Q1
$1.15M Sell
4,409
-435
-9% -$124K 0.45% 48
2024
Q4
$1.43M Buy
4,844
+112
+2% +$33.1K 0.56% 35
2024
Q3
$1.3M Buy
4,732
+706
+18% +$178K 0.58% 31
2024
Q2
$996K Sell
4,026
-8,256
-67% -$1.85M 0.41% 49
2024
Q1
$3.2M Sell
12,282
-177
-1% -$44.8K 0.58% 32
2023
Q4
$3.03M Sell
12,459
-2,096
-14% -$453K 0.5% 36
2023
Q3
$3.01M Sell
14,555
-17,763
-55% -$3.73M 0.5% 40
2023
Q2
$6.61M Sell
32,318
-2,950
-8% -$590K 0.69% 24
2023
Q1
$7.34M Sell
35,268
-962
-3% -$198K 0.83% 20
2022
Q4
$6.77M Buy
36,230
+3,407
+10% +$684K 0.83% 17
2022
Q3
$6.13M Sell
32,823
-1,656
-5% -$335K 0.84% 16
2022
Q2
$5.93M Buy
34,479
+3,548
+11% +$682K 0.78% 21
2022
Q1
$6.63M Buy
30,931
+8,979
+41% +$2.07M 0.73% 22
2021
Q4
$6.17M Buy
21,952
+1,590
+8% +$463K 0.66% 28
2021
Q3
$5.81M Buy
20,362
+4,302
+27% +$1.32M 0.77% 17
2021
Q2
$4.69M Buy
16,060
+1,615
+11% +$461K 0.76% 17
2021
Q1
$4M Buy
14,445
+7,846
+119% +$2.26M 0.82% 18
2020
Q4
$2.02M Buy
+6,599
New +$1.74M 0.62% 40

Other funds holding ADSK

Baker Tilly Wealth Management's ADSK Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Autodesk (ADSK) stake by 3.9% in Q2 2026, buying an estimated $33.6K and bringing the position to 3,931 shares worth $764K. The position accounts for 0.16% of the portfolio, ranked #123.

Baker Tilly Wealth Management first reported a position in ADSK in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.34M in Q1 2023. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Baker Tilly Wealth Management held 3,931 shares of Autodesk worth $764K as of Q2 2026.
  • Baker Tilly Wealth Management bought 147 Autodesk shares in Q2 2026, an estimated $33.6K.
  • Autodesk made up 0.16% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Baker Tilly Wealth Management first reported a position in Autodesk in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Autodesk position peaked at $7.34M in Q1 2023.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.