Carolina Wealth Advisors’s Autodesk ADSK Stock Holding History

Carolina Wealth 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	$926K	Buy	4,764 +71	+2%	+$16.2K	0.36%	66
2026 Q1	$1.12M	Sell	4,693 -931	-17%	-$234K	0.47%	62
2025 Q4	$1.66M	Buy	5,624 +344	+7%	+$104K	0.74%	32
2025 Q3	$1.68M	Buy	5,280 +847	+19%	+$258K	0.72%	29
2025 Q2	$1.37M	Buy	4,433 +1,269	+40%	+$360K	0.68%	27
2025 Q1	$828K	Buy	3,164 +2,329	+279%	+$662K	0.45%	36
2024 Q4	$247K	Buy	835 +614	+278%	+$181K	0.13%	52
2024 Q3	$60.9K	Buy	+221	New	+$55.6K	0.03%	101

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Carolina Wealth Advisors's ADSK Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Autodesk (ADSK) stake by 1.5% in Q2 2026, buying an estimated $16.2K and bringing the position to 4,764 shares worth $926K. The position accounts for 0.36% of the portfolio, ranked #66.

Carolina Wealth Advisors first reported a position in ADSK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q3 2025. 171 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Carolina Wealth Advisors held 4,764 shares of Autodesk worth $926K as of Q2 2026.
Carolina Wealth Advisors bought 71 Autodesk shares in Q2 2026, an estimated $16.2K.
Autodesk made up 0.36% of Carolina Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Carolina Wealth Advisors first reported a position in Autodesk in Q3 2024 and has held it in 8 quarters since.
Carolina Wealth Advisors's Autodesk position peaked at $1.68M in Q3 2025.
171 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.