Dogwood Wealth Management’s Autodesk ADSK Stock Holding History

Dogwood 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	$9.53K	Sell	49 -17	-26%	-$3.88K	﹤0.01%	390
2026 Q1	$15.8K	Sell	66 -16	-20%	-$4.02K	0.01%	275
2025 Q4	$24.3K	Buy	82 +27	+49%	+$8.17K	0.01%	178
2025 Q3	$17.5K	Buy	55 +5	+10%	+$1.52K	0.01%	201
2025 Q2	$15.7K	Buy	50 +34	+213%	+$9.65K	0.01%	204
2025 Q1	$4.19K	Buy	16 +2	+14%	+$569	﹤0.01%	256
2024 Q4	$4.14K	Buy	+14	New	+$4.14K	﹤0.01%	211
2024 Q3	–	Hold	0	–	–	–	273
2024 Q2	–	Hold	0	–	–	–	320
2024 Q1	–	Hold	0	–	–	–	310
2023 Q4	–	Hold	0	–	–	–	287

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

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

Dogwood Wealth Management reduced its Autodesk (ADSK) stake by 26% in Q2 2026, selling an estimated $3.88K and leaving 49 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Dogwood Wealth Management first reported a position in ADSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3K in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Dogwood Wealth Management held 49 shares of Autodesk worth $9.53K as of Q2 2026.
Dogwood Wealth Management sold 17 Autodesk shares in Q2 2026, an estimated $3.88K.
Autodesk made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #390 holding.
Dogwood Wealth Management first reported a position in Autodesk in Q4 2024 and has held it in 7 quarters since.
Dogwood Wealth Management's Autodesk position peaked at $24.3K in Q4 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.