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Daymark Wealth Partners’s Autodesk ADSK Stock Holding History

Daymark 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 		– Sell
-901
Closed -$216K – 811
2026
Q1 		$216K Buy
901
+208
+30% +$52.3K 0.01% 694
2025
Q4 		$205K Buy
693
+19
+3% +$5.75K 0.01% 586
2025
Q3 		$214K Buy
+674
New +$205K 0.01% 579

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Daymark Wealth Partners sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 901 shares — an estimated $216K sold.

Daymark Wealth Partners first reported a position in ADSK in Q3 2025 and held it in 3 quarters. The position peaked at $216K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Daymark Wealth Partners reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Daymark Wealth Partners sold 901 Autodesk shares in Q2 2026, an estimated $216K.
  • Daymark Wealth Partners first reported a position in Autodesk in Q3 2025 and held it in 3 quarters.
  • Daymark Wealth Partners's Autodesk position peaked at $216K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.