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
2024 Q2	–	Sell	-1,736	Closed	-$452K	–	141
2024 Q1	$452K	Buy	+1,736	New	+$439K	0.07%	93

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.