BSW Wealth Partners’s Autodesk ADSK Stock Holding History
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
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. 1,196 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.
- 1,196 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.