Elevation Wealth Partners
ADSK icon

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
Q3 		$21.3K Buy
102
+30
+42% +$6.84K 0.01% 658
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 +$3.14K ﹤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)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Elevation Wealth Partners's ADSK Position: Q3 2026 in Review

Elevation Wealth Partners increased its Autodesk (ADSK) stake by 42% in Q3 2026, buying an estimated $6.84K and bringing the position to 102 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #658.

Elevation Wealth Partners first reported a position in ADSK in Q2 2024 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Elevation Wealth Partners held 102 shares of Autodesk worth $21.3K as of Q3 2026.
  • Elevation Wealth Partners bought 30 Autodesk shares in Q3 2026, an estimated $6.84K.
  • Autodesk made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #658 holding.
  • Elevation Wealth Partners first reported a position in Autodesk in Q2 2024 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.