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Boomfish Wealth Group’s Autodesk ADSK Stock Holding History

Boomfish Wealth Group’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 		$693K Sell
3,563
-59
-2% -$13.5K 0.32% 68
2026
Q1 		$867K Buy
3,622
+142
+4% +$35.7K 0.46% 66
2025
Q4 		$1.03M Buy
3,480
+55
+2% +$16.6K 0.55% 62
2025
Q3 		$1.09M Buy
3,425
+339
+11% +$103K 0.59% 61
2025
Q2 		$955K Sell
3,086
-43
-1% -$12.2K 0.55% 60
2025
Q1 		$819K Sell
3,129
-55
-2% -$15.6K 0.53% 61
2024
Q4 		$941K Sell
3,184
-120
-4% -$35.5K 0.57% 60
2024
Q3 		$910K Sell
3,304
-201
-6% -$50.6K 0.56% 69
2024
Q2 		$867K Buy
+3,505
New +$787K 0.56% 71

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

Boomfish Wealth Group's ADSK Position: Q2 2026 in Review

Boomfish Wealth Group reduced its Autodesk (ADSK) stake by 1.6% in Q2 2026, selling an estimated $13.5K and leaving 3,563 shares worth $693K. The position accounts for 0.32% of the portfolio, ranked #68.

Boomfish Wealth Group first reported a position in ADSK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Boomfish Wealth Group held 3,563 shares of Autodesk worth $693K as of Q2 2026.
  • Boomfish Wealth Group sold 59 Autodesk shares in Q2 2026, an estimated $13.5K.
  • Autodesk made up 0.32% of Boomfish Wealth Group's portfolio in Q2 2026, its #68 holding.
  • Boomfish Wealth Group first reported a position in Autodesk in Q2 2024 and has held it in 9 quarters since.
  • Boomfish Wealth Group's Autodesk position peaked at $1.09M in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.