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Bernard Wealth Management’s Autodesk ADSK Stock Holding History

Bernard 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 		– Sell
-10
Closed -$2.39K – 326
2026
Q1 		$2.39K Hold
10
– – ﹤0.01% 282
2025
Q4 		$2.96K Hold
10
– – ﹤0.01% 267
2025
Q3 		$3.18K Hold
10
– – ﹤0.01% 255
2025
Q2 		$3.1K Hold
10
– – ﹤0.01% 248
2025
Q1 		$2.62K Hold
10
– – ﹤0.01% 289
2024
Q4 		$2.96K Buy
+10
New +$2.95K ﹤0.01% 254

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 $3.37T AUM 44.26% 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

Bernard Wealth Management's ADSK Position: Q2 2026 in Review

Bernard Wealth Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 10 shares — an estimated $2.39K sold.

Bernard Wealth Management first reported a position in ADSK in Q4 2024 and held it in 6 quarters. The position peaked at $3.18K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Bernard Wealth Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 10 Autodesk shares in Q2 2026, an estimated $2.39K.
  • Bernard Wealth Management first reported a position in Autodesk in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Autodesk position peaked at $3.18K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.