CCWM
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Cassaday & Co Wealth Management’s Autodesk ADSK Stock Holding History

Cassaday & Co Wealth Management’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 		$9.72K Hold
50
– – ﹤0.01% 873
2026
Q1 		$12K Buy
+50
New +$12.6K ﹤0.01% 862

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

Cassaday & Co Wealth Management's ADSK Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Autodesk (ADSK) position steady in Q2 2026 at 50 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Cassaday & Co Wealth Management first reported a position in ADSK in Q1 2026 and has held it in 2 quarters since. The position peaked at $12K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Cassaday & Co Wealth Management held 50 shares of Autodesk worth $9.72K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Autodesk share count unchanged in Q2 2026.
  • Autodesk made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #873 holding.
  • Cassaday & Co Wealth Management first reported a position in Autodesk in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Autodesk position peaked at $12K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.