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Crestmont Private Wealth’s Autodesk ADSK Stock Holding History

Crestmont Private Wealth’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 		– Sell
-2,453
Closed -$587K – 106
2026
Q1 		$587K Buy
2,453
+270
+12% +$67.9K 0.19% 49
2025
Q4 		$646K Buy
2,183
+13
+0.6% +$3.93K 0.21% 40
2025
Q3 		$689K Buy
2,170
+288
+15% +$87.8K 0.23% 38
2025
Q2 		$583K Buy
1,882
+43
+2% +$12.2K 0.21% 40
2025
Q1 		$481K Buy
1,839
+327
+22% +$93K 0.21% 38
2024
Q4 		$447K Buy
1,512
+35
+2% +$10.3K 0.2% 37
2024
Q3 		$407K Buy
1,477
+98
+7% +$24.7K 0.18% 42
2024
Q2 		$341K Buy
1,379
+90
+7% +$20.2K 0.16% 47
2024
Q1 		$336K Buy
1,289
+124
+11% +$31.4K 0.17% 44
2023
Q4 		$284K Buy
1,165
+68
+6% +$14.7K 0.14% 42
2023
Q3 		$227K Sell
1,097
-233
-18% -$49K 0.14% 45
2023
Q2 		$272K Buy
+1,330
New +$266K 0.16% 41

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

Crestmont Private Wealth's ADSK Position: Q2 2026 in Review

Crestmont Private Wealth sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 2,453 shares — an estimated $587K sold.

Crestmont Private Wealth first reported a position in ADSK in Q2 2023 and held it in 12 quarters. The position peaked at $689K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Crestmont Private Wealth reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 2,453 Autodesk shares in Q2 2026, an estimated $587K.
  • Crestmont Private Wealth first reported a position in Autodesk in Q2 2023 and held it in 12 quarters.
  • Crestmont Private Wealth's Autodesk position peaked at $689K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.