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Diversify Wealth Management’s Autodesk ADSK Stock Holding History

Diversify Wealth Management’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 		$233K Sell
1,030
-4,151
-80% -$948K ﹤0.01% 1143
2026
Q1 		$1.22M Buy
+5,181
New +$1.3M 0.02% 534

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's ADSK Position: Q2 2026 in Review

Diversify Wealth Management reduced its Autodesk (ADSK) stake by 80% in Q2 2026, selling an estimated $948K and leaving 1,030 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Diversify Wealth Management first reported a position in ADSK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.22M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Diversify Wealth Management held 1,030 shares of Autodesk worth $233K as of Q2 2026.
  • Diversify Wealth Management sold 4,151 Autodesk shares in Q2 2026, an estimated $948K.
  • Autodesk made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1143 holding.
  • Diversify Wealth Management first reported a position in Autodesk in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Autodesk position peaked at $1.22M in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.