Cypress Wealth Services’s Autodesk ADSK Stock Holding History

Cypress Wealth Services’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	-876	Closed	-$210K	–	438
2026 Q1	$210K	Sell	876 -28	-3%	-$7.04K	0.03%	374
2025 Q4	$268K	Sell	904 -3	-0.3%	-$908	0.04%	323
2025 Q3	$288K	Buy	907 +4	+0.4%	+$1.22K	0.05%	260
2025 Q2	$280K	Buy	+903	New	+$256K	0.05%	247

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

Cypress Wealth Services's ADSK Position: Q2 2026 in Review

Cypress Wealth Services sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 876 shares — an estimated $210K sold.

Cypress Wealth Services first reported a position in ADSK in Q2 2025 and held it in 4 quarters. The position peaked at $288K in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Cypress Wealth Services reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Cypress Wealth Services sold 876 Autodesk shares in Q2 2026, an estimated $210K.
Cypress Wealth Services first reported a position in Autodesk in Q2 2025 and held it in 4 quarters.
Cypress Wealth Services's Autodesk position peaked at $288K in Q3 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.