Dynamic Wealth Strategies’s Autodesk ADSK Stock Holding History

Dynamic Wealth Strategies’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	$87.1K	Sell	448 -9	-2%	-$2.06K	0.05%	127
2026 Q1	$109K	Sell	457 -216	-32%	-$54.3K	0.06%	115
2025 Q4	$199K	Buy	673 +264	+65%	+$79.9K	0.12%	81
2025 Q3	$130K	Buy	409 +20	+5%	+$6.09K	0.09%	96
2025 Q2	$120K	Sell	389 -29	-7%	-$8.23K	0.09%	91
2025 Q1	$109K	Buy	+418	New	+$119K	0.09%	99
2024 Q4	–	Sell	-412	Closed	-$113K	–	69
2024 Q3	$113K	Buy	412 +1	+0.2%	+$252	0.09%	98
2024 Q2	$102K	Buy	411 +4	+1%	+$899	0.09%	97
2024 Q1	$106K	Buy	+407	New	+$103K	0.09%	95

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

Dynamic Wealth Strategies's ADSK Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Autodesk (ADSK) stake by 2% in Q2 2026, selling an estimated $2.06K and leaving 448 shares worth $87.1K. The position accounts for 0.05% of the portfolio, ranked #127.

Dynamic Wealth Strategies first reported a position in ADSK in Q1 2024 and has held it in 9 quarters since. The position peaked at $199K in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Dynamic Wealth Strategies held 448 shares of Autodesk worth $87.1K as of Q2 2026.
Dynamic Wealth Strategies sold 9 Autodesk shares in Q2 2026, an estimated $2.06K.
Autodesk made up 0.05% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #127 holding.
Dynamic Wealth Strategies first reported a position in Autodesk in Q1 2024 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Autodesk position peaked at $199K in Q4 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.