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Ballentine Partners’s Autodesk ADSK Stock Holding History

Ballentine Partners’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 		$1.13M Buy
5,802
+950
+20% +$217K 0.01% 341
2026
Q1 		$1.16M Sell
4,852
-664
-12% -$167K 0.02% 321
2025
Q4 		$1.63M Buy
5,516
+165
+3% +$49.9K 0.02% 228
2025
Q3 		$1.7M Buy
5,351
+166
+3% +$50.6K 0.02% 226
2025
Q2 		$1.61M Buy
5,185
+156
+3% +$44.3K 0.02% 232
2025
Q1 		$1.32M Sell
5,029
-1,566
-24% -$445K 0.02% 243
2024
Q4 		$1.95M Buy
6,595
+62
+0.9% +$18.3K 0.03% 178
2024
Q3 		$1.8M Buy
6,533
+259
+4% +$65.2K 0.03% 190
2024
Q2 		$1.55M Buy
6,274
+631
+11% +$142K 0.03% 192
2024
Q1 		$1.47M Buy
5,643
+249
+5% +$63K 0.03% 190
2023
Q4 		$1.31M Sell
5,394
-358
-6% -$77.3K 0.03% 198
2023
Q3 		$1.19M Sell
5,752
-364
-6% -$76.5K 0.03% 180
2023
Q2 		$1.25M Sell
6,116
-622
-9% -$124K 0.03% 175
2023
Q1 		$1.4M Buy
6,738
+1,848
+38% +$380K 0.04% 154
2022
Q4 		$914K Sell
4,890
-96
-2% -$19.3K 0.03% 179
2022
Q3 		$931K Buy
4,986
+476
+11% +$96.2K 0.03% 166
2022
Q2 		$775K Buy
4,510
+147
+3% +$28.3K 0.03% 180
2022
Q1 		$935K Buy
4,363
+33
+0.8% +$7.6K 0.03% 178
2021
Q4 		$1.22M Buy
4,330
+561
+15% +$164K 0.04% 159
2021
Q3 		$1.07M Buy
3,769
+9
+0.2% +$2.75K 0.04% 153
2021
Q2 		$1.1M Buy
3,760
+40
+1% +$11.4K 0.04% 147
2021
Q1 		$1.03M Sell
3,720
-87
-2% -$25.1K 0.04% 148
2020
Q4 		$1.16M Sell
3,807
-316
-8% -$83.3K 0.05% 133
2020
Q3 		$953K Buy
4,123
+7
+0.2% +$1.66K 0.04% 147
2020
Q2 		$984K Buy
4,116
+17
+0.4% +$3.34K 0.05% 143
2020
Q1 		$640K Sell
4,099
-276
-6% -$50.7K 0.04% 162
2019
Q4 		$802K Sell
4,375
-4
-0.1% -$648 0.04% 180
2019
Q3 		$647K Buy
4,379
+47
+1% +$7.31K 0.03% 188
2019
Q2 		$706K Buy
4,332
+162
+4% +$27.2K 0.03% 182
2019
Q1 		$649K Buy
4,170
+19
+0.5% +$2.84K 0.03% 167
2018
Q4 		$534K Buy
4,151
+261
+7% +$35.3K 0.03% 181
2018
Q3 		$607K Buy
3,890
+2
+0.1% +$282 0.03% 174
2018
Q2 		$509K Sell
3,888
-38
-1% -$5.03K 0.03% 183
2018
Q1 		$493K Buy
3,926
+63
+2% +$7.5K 0.03% 181
2017
Q4 		$405K Sell
3,863
-1,144
-23% -$133K 0.02% 220
2017
Q3 		$562K Sell
5,007
-97
-2% -$10.7K 0.03% 179
2017
Q2 		$572K Buy
5,104
+65
+1% +$6.43K 0.04% 181
2017
Q1 		$436K Buy
5,039
+68
+1% +$5.69K 0.03% 134
2016
Q4 		$303K Sell
4,971
-558
-10% -$41.1K 0.02% 146
2016
Q3 		$400K Hold
5,529
– – 0.03% 117
2016
Q2 		$300K Sell
5,529
-25
-0.5% -$1.45K 0.03% 157
2016
Q1 		$325K Buy
+5,554
New +$290K 0.03% 148

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Ballentine Partners's ADSK Position: Q2 2026 in Review

Ballentine Partners increased its Autodesk (ADSK) stake by 20% in Q2 2026, buying an estimated $217K and bringing the position to 5,802 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #341.

Ballentine Partners first reported a position in ADSK in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.95M in Q4 2024. 171 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Ballentine Partners held 5,802 shares of Autodesk worth $1.13M as of Q2 2026.
  • Ballentine Partners bought 950 Autodesk shares in Q2 2026, an estimated $217K.
  • Autodesk made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #341 holding.
  • Ballentine Partners first reported a position in Autodesk in Q1 2016 and has held it in 42 quarters since.
  • Ballentine Partners's Autodesk position peaked at $1.95M in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.