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Bogart Wealth LLC’s Autodesk ADSK Stock Holding History

Bogart Wealth LLC’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 		$81.9K Sell
421
-26,900
-98% -$6.14M ﹤0.01% 425
2026
Q1 		$6.54M Buy
27,321
+804
+3% +$202K 0.25% 88
2025
Q4 		$7.85M Buy
26,517
+26,421
+27,522% +$7.99M 0.32% 73
2025
Q3 		$30.5K Sell
96
-30
-24% -$9.14K ﹤0.01% 557
2025
Q2 		$39K Buy
126
+44
+54% +$12.5K ﹤0.01% 494
2025
Q1 		$21.5K Buy
82
+35
+74% +$9.95K ﹤0.01% 571
2024
Q4 		$13.9K Buy
47
+8
+21% +$2.36K ﹤0.01% 662
2024
Q3 		$10.7K Hold
39
– – ﹤0.01% 686
2024
Q2 		$9.65K Hold
39
– – ﹤0.01% 678
2024
Q1 		$10.2K Hold
39
– – ﹤0.01% 647
2023
Q4 		$9.5K Hold
39
– – ﹤0.01% 641
2023
Q3 		$8.07K Hold
39
– – ﹤0.01% 638
2023
Q2 		$7.98K Sell
39
-13
-25% -$2.6K ﹤0.01% 625
2023
Q1 		$10.8K Buy
52
+19
+58% +$3.91K ﹤0.01% 575
2022
Q4 		$6.17K Hold
33
– – ﹤0.01% 627
2022
Q3 		$6K Hold
33
– – ﹤0.01% 646
2022
Q2 		$6K Buy
+33
New +$6.35K ﹤0.01% 606

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

Bogart Wealth LLC's ADSK Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Autodesk (ADSK) stake by 98% in Q2 2026, selling an estimated $6.14M and leaving 421 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Bogart Wealth LLC first reported a position in ADSK in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.85M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Bogart Wealth LLC held 421 shares of Autodesk worth $81.9K as of Q2 2026.
  • Bogart Wealth LLC sold 26,900 Autodesk shares in Q2 2026, an estimated $6.14M.
  • Autodesk made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #425 holding.
  • Bogart Wealth LLC first reported a position in Autodesk in Q2 2022 and has held it in 17 quarters since.
  • Bogart Wealth LLC's Autodesk position peaked at $7.85M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.