Elevation Wealth Partners’s Autodesk ADSK Stock Holding History

Elevation 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	$14K	Buy	72 +36	+100%	+$8.22K	﹤0.01%	701
2026 Q1	$8.62K	Sell	36 -19	-35%	-$4.78K	﹤0.01%	554
2025 Q4	$16.3K	Buy	55 +19	+53%	+$5.75K	0.01%	408
2025 Q3	$11.4K	Buy	+36	New	+$11K	﹤0.01%	378
2025 Q2	–	Hold	0	–	–	–	474
2025 Q1	–	Hold	0	–	–	–	484
2024 Q4	–	Hold	0	–	–	–	490
2024 Q3	–	Sell	-14	Closed	-$3.52K	–	467
2024 Q2	$3.48K	Buy	+14	New	+$3.15K	﹤0.01%	410
2024 Q1	–	Hold	0	–	–	–	466
2023 Q4	–	Hold	0	–	–	–	435
2023 Q3	–	Hold	0	–	–	–	335
2023 Q2	–	Hold	0	–	–	–	344

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

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

Elevation Wealth Partners increased its Autodesk (ADSK) stake by 100% in Q2 2026, buying an estimated $8.22K and bringing the position to 72 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Elevation Wealth Partners first reported a position in ADSK in Q2 2024 and has held it in 5 quarters since. The position peaked at $16.3K in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Elevation Wealth Partners held 72 shares of Autodesk worth $14K as of Q2 2026.
Elevation Wealth Partners bought 36 Autodesk shares in Q2 2026, an estimated $8.22K.
Autodesk made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #701 holding.
Elevation Wealth Partners first reported a position in Autodesk in Q2 2024 and has held it in 5 quarters since.
Elevation Wealth Partners's Autodesk position peaked at $16.3K in Q4 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.