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BSW Wealth Partners’s Autodesk ADSK Stock Holding History

BSW Wealth Partners’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 		$277K Sell
1,425
-92
-6% -$21K 0.03% 268
2026
Q1 		$363K Sell
1,517
-183
-11% -$46K 0.04% 218
2025
Q4 		$503K Buy
1,700
+3
+0.2% +$908 0.06% 180
2025
Q3 		$539K Sell
1,697
-130
-7% -$39.6K 0.07% 167
2025
Q2 		$566K Buy
1,827
+201
+12% +$57K 0.08% 144
2025
Q1 		$426K Sell
1,626
-84
-5% -$23.9K 0.06% 181
2024
Q4 		$505K Buy
1,710
+153
+10% +$45.2K 0.07% 162
2024
Q3 		$429K Buy
1,557
+105
+7% +$26.4K 0.06% 178
2024
Q2 		$359K Buy
1,452
+83
+6% +$18.6K 0.06% 180
2024
Q1 		$357K Buy
1,369
+491
+56% +$124K 0.06% 186
2023
Q4 		$214K Buy
+878
New +$190K 0.04% 253
2023
Q3 		– Sell
-998
Closed -$204K – 248
2023
Q2 		$204K Sell
998
-3,342
-77% -$668K 0.04% 253
2023
Q1 		$903K Buy
4,340
+1,001
+30% +$206K 0.19% 76
2022
Q4 		$624K Buy
3,339
+555
+20% +$111K 0.13% 114
2022
Q3 		$520K Sell
2,784
-10
-0.4% -$2.02K 0.13% 113
2022
Q2 		$480K Buy
2,794
+224
+9% +$43.1K 0.12% 127
2022
Q1 		$551K Buy
2,570
+335
+15% +$77.2K 0.14% 112
2021
Q4 		$628K Buy
2,235
+449
+25% +$131K 0.16% 97
2021
Q3 		$509K Buy
1,786
+197
+12% +$60.3K 0.14% 107
2021
Q2 		$464K Buy
1,589
+312
+24% +$89K 0.13% 103
2021
Q1 		$354K Buy
1,277
+142
+13% +$41K 0.1% 121
2020
Q4 		$347K Buy
1,135
+108
+11% +$28.5K 0.11% 110
2020
Q3 		$237K Sell
1,027
-522
-34% -$124K 0.09% 118
2020
Q2 		$371K Buy
+1,549
New +$304K 0.12% 83
2020
Q1 		– Sell
-2,667
Closed -$489K – 113
2019
Q4 		$489K Buy
+2,667
New +$432K 0.17% 62
2019
Q3 		– Sell
-361
Closed -$59K – 145
2019
Q2 		$59K Buy
+361
New +$60.7K 0.02% 117
2018
Q4 		– Sell
-1,861
Closed -$291K – 98
2018
Q3 		$291K Buy
+1,861
New +$263K 0.11% 81

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

BSW Wealth Partners's ADSK Position: Q2 2026 in Review

BSW Wealth Partners reduced its Autodesk (ADSK) stake by 6.1% in Q2 2026, selling an estimated $21K and leaving 1,425 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #268.

BSW Wealth Partners first reported a position in ADSK in Q3 2018 and has held it in 27 quarters since. The position peaked at $903K in Q1 2023. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • BSW Wealth Partners held 1,425 shares of Autodesk worth $277K as of Q2 2026.
  • BSW Wealth Partners sold 92 Autodesk shares in Q2 2026, an estimated $21K.
  • Autodesk made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #268 holding.
  • BSW Wealth Partners first reported a position in Autodesk in Q3 2018 and has held it in 27 quarters since.
  • BSW Wealth Partners's Autodesk position peaked at $903K in Q1 2023.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.