Diversified Trust’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$766K Sell
3,938
-1,426
-27% -$326K 0.01% 602
2026
Q1
$1.28M Buy
5,364
+1,297
+32% +$326K 0.02% 384
2025
Q4
$1.2M Buy
4,067
+518
+15% +$157K 0.02% 382
2025
Q3
$1.13M Buy
3,549
+305
+9% +$92.9K 0.02% 393
2025
Q2
$1M Buy
3,244
+969
+43% +$275K 0.02% 382
2025
Q1
$596K Buy
2,275
+561
+33% +$160K 0.01% 520
2024
Q4
$507K Sell
1,714
-1,458
-46% -$431K 0.01% 595
2024
Q3
$874K Buy
3,172
+18
+0.6% +$4.53K 0.02% 417
2024
Q2
$780K Sell
3,154
-1,201
-28% -$270K 0.02% 404
2024
Q1
$1.13M Sell
4,355
-1,804
-29% -$456K 0.03% 292
2023
Q4
$1.5M Sell
6,159
-3,404
-36% -$735K 0.05% 207
2023
Q3
$1.98M Sell
9,563
-570
-6% -$120K 0.07% 152
2023
Q2
$2.07M Buy
10,133
+3,557
+54% +$711K 0.08% 151
2023
Q1
$1.37M Buy
6,576
+1,526
+30% +$314K 0.05% 197
2022
Q4
$943K Buy
5,050
+2,102
+71% +$422K 0.04% 250
2022
Q3
$550K Buy
2,948
+449
+18% +$90.7K 0.02% 358
2022
Q2
$430K Buy
2,499
+125
+5% +$24K 0.02% 436
2022
Q1
$509K Buy
2,374
+1,121
+89% +$258K 0.02% 441
2021
Q4
$352K Buy
1,253
+128
+11% +$37.3K 0.01% 578
2021
Q3
$321K Buy
+1,125
New +$344K 0.01% 561
2021
Q2
Sell
-744
Closed -$206K 787
2021
Q1
$206K Sell
744
-1,718
-70% -$495K 0.01% 688
2020
Q4
$752K Sell
2,462
-111
-4% -$29.3K 0.03% 255
2020
Q3
$594K Buy
2,573
+884
+52% +$210K 0.03% 270
2020
Q2
$404K Sell
1,689
-331
-16% -$65.1K 0.02% 307
2020
Q1
$315K Buy
2,020
+417
+26% +$76.5K 0.02% 290
2019
Q4
$294K Buy
+1,603
New +$260K 0.01% 341

Other funds holding ADSK

Diversified Trust's ADSK Position: Q2 2026 in Review

Diversified Trust reduced its Autodesk (ADSK) stake by 27% in Q2 2026, selling an estimated $326K and leaving 3,938 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #602.

Diversified Trust first reported a position in ADSK in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.07M in Q2 2023. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Diversified Trust held 3,938 shares of Autodesk worth $766K as of Q2 2026.
  • Diversified Trust sold 1,426 Autodesk shares in Q2 2026, an estimated $326K.
  • Autodesk made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #602 holding.
  • Diversified Trust first reported a position in Autodesk in Q4 2019 and has held it in 26 quarters since.
  • Diversified Trust's Autodesk position peaked at $2.07M in Q2 2023.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.