Curated Wealth Partners’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,736
Closed -$452K 141
2024
Q1
$452K Buy
+1,736
New +$439K 0.07% 93

Other funds holding ADSK

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. 315 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.
  • 315 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.