Bartlett & Co Wealth Management’s Autodesk ADSK Stock Holding History

Bartlett & Co 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	$215K	Buy	1,108 +7	+0.6%	+$1.6K	﹤0.01%	468
2026 Q1	$273K	Sell	1,101 -54	-5%	-$13.6K	﹤0.01%	414
2025 Q4	$342K	Hold	1,155	–	–	﹤0.01%	382
2025 Q3	$367K	Buy	1,155 +25	+2%	+$7.62K	﹤0.01%	377
2025 Q2	$350K	Hold	1,130	–	–	﹤0.01%	377
2025 Q1	$296K	Buy	1,130 +198	+21%	+$56.3K	﹤0.01%	399
2024 Q4	$275K	Hold	932	–	–	﹤0.01%	403
2024 Q3	$257K	Buy	932 +6	+0.6%	+$1.51K	﹤0.01%	415
2024 Q2	$229K	Sell	926 -14	-1%	-$3.15K	﹤0.01%	426
2024 Q1	$245K	Buy	940 +3	+0.3%	+$759	﹤0.01%	433
2023 Q4	$229K	Hold	937	–	–	﹤0.01%	455
2023 Q3	$194K	Hold	937	–	–	﹤0.01%	450
2023 Q2	$192K	Hold	937	–	–	﹤0.01%	460
2023 Q1	$195K	Hold	937	–	–	﹤0.01%	382
2022 Q4	$175K	Sell	937 -9	-1%	-$1.81K	﹤0.01%	401
2022 Q3	$177K	Sell	946 -34	-3%	-$6.87K	﹤0.01%	391
2022 Q2	$169K	Buy	980 +54	+6%	+$10.4K	﹤0.01%	395
2022 Q1	$198K	Hold	926	–	–	﹤0.01%	389
2021 Q4	$260K	Hold	926	–	–	﹤0.01%	365
2021 Q3	$264K	Sell	926 -18	-2%	-$5.51K	0.01%	316
2021 Q2	$276K	Hold	944	–	–	0.01%	306
2021 Q1	$262K	Hold	944	–	–	0.01%	312
2020 Q4	$288K	Buy	944 +18	+2%	+$4.74K	0.01%	300
2020 Q3	$214K	Hold	926	–	–	0.01%	305
2020 Q2	$221K	Hold	926	–	–	0.01%	300
2020 Q1	$145K	Hold	926	–	–	﹤0.01%	321
2019 Q4	$170K	Hold	926	–	–	﹤0.01%	352
2019 Q3	$137K	Buy	926 +885	+2,159%	+$138K	﹤0.01%	364
2019 Q2	$6.68K	Buy	+41	New	+$6.89K	﹤0.01%	612

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

Bartlett & Co Wealth Management's ADSK Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Autodesk (ADSK) stake by 0.64% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,108 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Bartlett & Co Wealth Management first reported a position in ADSK in Q2 2019 and has held it in 29 quarters since. The position peaked at $367K in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Bartlett & Co Wealth Management held 1,108 shares of Autodesk worth $215K as of Q2 2026.
Bartlett & Co Wealth Management bought 7 Autodesk shares in Q2 2026, an estimated $1.6K.
Autodesk made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #468 holding.
Bartlett & Co Wealth Management first reported a position in Autodesk in Q2 2019 and has held it in 29 quarters since.
Bartlett & Co Wealth Management's Autodesk position peaked at $367K in Q3 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.