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Capital Performance Advisors’s Autodesk ADSK Stock Holding History

Capital Performance Advisors’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 		$723K Sell
3,717
-455
-11% -$104K 0.05% 134
2026
Q1 		$999K Buy
4,172
+2,759
+195% +$693K 0.07% 127
2025
Q4 		$418K Buy
1,413
+283
+25% +$85.6K 0.03% 245
2025
Q3 		$359K Buy
1,130
+166
+17% +$50.6K 0.06% 178
2025
Q2 		$298K Buy
964
+42
+5% +$11.9K 0.06% 159
2025
Q1 		$241K Buy
+922
New +$262K 0.05% 203
2024
Q4 		– Sell
-38
Closed -$10.5K – 210
2024
Q3 		$10.5K Buy
+38
New +$9.56K ﹤0.01% 827

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 $3.38T AUM 44.17% 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

Capital Performance Advisors's ADSK Position: Q2 2026 in Review

Capital Performance Advisors reduced its Autodesk (ADSK) stake by 11% in Q2 2026, selling an estimated $104K and leaving 3,717 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #134.

Capital Performance Advisors first reported a position in ADSK in Q3 2024 and has held it in 7 quarters since. The position peaked at $999K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Capital Performance Advisors held 3,717 shares of Autodesk worth $723K as of Q2 2026.
  • Capital Performance Advisors sold 455 Autodesk shares in Q2 2026, an estimated $104K.
  • Autodesk made up 0.05% of Capital Performance Advisors's portfolio in Q2 2026, its #134 holding.
  • Capital Performance Advisors first reported a position in Autodesk in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Autodesk position peaked at $999K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.