Curio Wealth’s Autodesk ADSK Stock Holding History

Curio Wealth’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	-3	Closed	-$718	–	100
2026 Q1	$718	Buy	3 +2	+200%	+$503	﹤0.01%	437
2025 Q4	$298	Buy	+1	New	+$303	﹤0.01%	415
2025 Q3	–	Sell	-1	Closed	-$310	–	278
2025 Q2	$310	Hold	1	–	–	﹤0.01%	320
2025 Q1	$296	Buy	+1	New	+$284	﹤0.01%	359

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

Curio Wealth's ADSK Position: Q2 2026 in Review

Curio Wealth sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 3 shares — an estimated $718 sold.

Curio Wealth first reported a position in ADSK in Q1 2025 and held it in 4 quarters. The position peaked at $718 in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Curio Wealth reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 Autodesk shares in Q2 2026, an estimated $718.
Curio Wealth first reported a position in Autodesk in Q1 2025 and held it in 4 quarters.
Curio Wealth's Autodesk position peaked at $718 in Q1 2026.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.