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Crestwood Advisors Group’s Autodesk ADSK Stock Holding History

Crestwood Advisors Group’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 		$618K Sell
3,178
-266
-8% -$60.8K 0.01% 425
2026
Q1 		$824K Buy
3,444
+615
+22% +$155K 0.01% 324
2025
Q4 		$837K Buy
2,829
+1,128
+66% +$341K 0.01% 305
2025
Q3 		$540K Buy
1,701
+384
+29% +$117K 0.01% 353
2025
Q2 		$408K Buy
1,317
+402
+44% +$114K 0.01% 380
2025
Q1 		$240K Buy
+915
New +$260K ﹤0.01% 462

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

Crestwood Advisors Group's ADSK Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Autodesk (ADSK) stake by 7.7% in Q2 2026, selling an estimated $60.8K and leaving 3,178 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #425.

Crestwood Advisors Group first reported a position in ADSK in Q1 2025 and has held it in 6 quarters since. The position peaked at $837K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Crestwood Advisors Group held 3,178 shares of Autodesk worth $618K as of Q2 2026.
  • Crestwood Advisors Group sold 266 Autodesk shares in Q2 2026, an estimated $60.8K.
  • Autodesk made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #425 holding.
  • Crestwood Advisors Group first reported a position in Autodesk in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Autodesk position peaked at $837K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.