BHWM
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Bay Harbor Wealth Management’s Autodesk ADSK Stock Holding History

Bay Harbor 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 		$5.44K Buy
28
+6
+27% +$1.37K ﹤0.01% 403
2026
Q1 		$5.27K Buy
22
+6
+38% +$1.51K ﹤0.01% 334
2025
Q4 		$4.74K Buy
16
+2
+14% +$605 ﹤0.01% 299
2025
Q3 		$4.45K Buy
14
+4
+40% +$1.22K ﹤0.01% 217
2025
Q2 		$3.1K Buy
10
+7
+233% +$1.99K ﹤0.01% 229
2025
Q1 		$785 Buy
+3
New +$853 ﹤0.01% 333

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

Bay Harbor Wealth Management's ADSK Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Autodesk (ADSK) stake by 27% in Q2 2026, buying an estimated $1.37K and bringing the position to 28 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Bay Harbor Wealth Management first reported a position in ADSK in Q1 2025 and has held it in 6 quarters since. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Bay Harbor Wealth Management held 28 shares of Autodesk worth $5.44K as of Q2 2026.
  • Bay Harbor Wealth Management bought 6 Autodesk shares in Q2 2026, an estimated $1.37K.
  • Autodesk made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #403 holding.
  • Bay Harbor Wealth Management first reported a position in Autodesk in Q1 2025 and has held it in 6 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

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