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Curated Wealth Partners’s Autodesk ADSK Stock Holding History

Curated Wealth Partners’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
-1,343
Closed -$322K – 244
2026
Q1 		$322K Buy
1,343
+339
+34% +$85.2K 0.04% 147
2025
Q4 		$297K Hold
1,004
– – 0.03% 156
2025
Q3 		$319K Sell
1,004
-402
-29% -$123K 0.04% 121
2025
Q2 		$435K Sell
1,406
-69
-5% -$19.6K 0.05% 104
2025
Q1 		$386K Sell
1,475
-158
-10% -$44.9K 0.05% 107
2024
Q4 		$483K Buy
1,633
+19
+1% +$5.61K 0.06% 88
2024
Q3 		$445K Hold
1,614
– – 0.06% 91
2024
Q2 		$399K Buy
+1,614
New +$363K 0.06% 91
2024
Q1 		– Sell
-2,439
Closed -$617K – 147
2023
Q4 		$594K Buy
2,439
+184
+8% +$39.7K 0.1% 81
2023
Q3 		$467K Buy
2,255
+908
+67% +$191K 0.09% 79
2023
Q2 		$276K Buy
1,347
+193
+17% +$38.6K 0.05% 105
2023
Q1 		$240K Buy
+1,154
New +$238K 0.05% 112

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

Curated Wealth Partners's ADSK Position: Q2 2026 in Review

Curated Wealth Partners sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,343 shares — an estimated $322K sold.

Curated Wealth Partners first reported a position in ADSK in Q1 2023 and held it in 12 quarters. The position peaked at $594K in Q4 2023. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Curated Wealth Partners reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 1,343 Autodesk shares in Q2 2026, an estimated $322K.
  • Curated Wealth Partners first reported a position in Autodesk in Q1 2023 and held it in 12 quarters.
  • Curated Wealth Partners's Autodesk position peaked at $594K in Q4 2023.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.