CWA
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Crux Wealth Advisors’s Autodesk ADSK Stock Holding History

Crux 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 		$476K Sell
2,448
-104
-4% -$23.8K 0.16% 123
2026
Q1 		$611K Sell
2,552
-39
-2% -$9.8K 0.23% 105
2025
Q4 		$767K Sell
2,591
-46
-2% -$13.9K 0.29% 91
2025
Q3 		$838K Buy
2,637
+147
+6% +$44.8K 0.33% 80
2025
Q2 		$771K Buy
2,490
+596
+31% +$169K 0.33% 81
2025
Q1 		$496K Buy
1,894
+399
+27% +$113K 0.26% 108
2024
Q4 		$442K Buy
+1,495
New +$442K 0.25% 102

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Crux Wealth Advisors reduced its Autodesk (ADSK) stake by 4.1% in Q2 2026, selling an estimated $23.8K and leaving 2,448 shares worth $476K. The position accounts for 0.16% of the portfolio, ranked #123.

Crux Wealth Advisors first reported a position in ADSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Crux Wealth Advisors held 2,448 shares of Autodesk worth $476K as of Q2 2026.
  • Crux Wealth Advisors sold 104 Autodesk shares in Q2 2026, an estimated $23.8K.
  • Autodesk made up 0.16% of Crux Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Crux Wealth Advisors first reported a position in Autodesk in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Autodesk position peaked at $838K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.