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	$457K	Buy	233,961 +232,618	+17,321%	+$53.1M	0.06%	296
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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Curated Wealth Partners increased its Autodesk (ADSK) stake by 17,321% in Q2 2026, buying an estimated $53.1M and bringing the position to 233,961 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #296.

Curated Wealth Partners first reported a position in ADSK in Q1 2023 and has held it in 13 quarters since. The position peaked at $594K in Q4 2023. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Curated Wealth Partners held 233,961 shares of Autodesk worth $457K as of Q2 2026.
Curated Wealth Partners bought 232,618 Autodesk shares in Q2 2026, an estimated $53.1M.
Autodesk made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #296 holding.
Curated Wealth Partners first reported a position in Autodesk in Q1 2023 and has held it in 13 quarters since.
Curated Wealth Partners's Autodesk position peaked at $594K in Q4 2023.
314 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.