Empirical Wealth Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$377K Sell
1,937
-473
-20% -$108K 0.01% 795
2026
Q1
$577K Buy
2,410
+594
+33% +$149K 0.01% 529
2025
Q4
$538K Buy
1,816
+1,033
+132% +$313K 0.01% 484
2025
Q3
$249K Buy
+783
New +$239K 0.01% 682
2022
Q1
Sell
-849
Closed -$239K 496
2021
Q4
$239K Buy
+849
New +$247K 0.01% 457

Other funds holding ADSK

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

Empirical Wealth Management reduced its Autodesk (ADSK) stake by 20% in Q2 2026, selling an estimated $108K and leaving 1,937 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #795.

Empirical Wealth Management first reported a position in ADSK in Q4 2021 and has held it in 5 quarters since. The position peaked at $577K in Q1 2026. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Empirical Wealth Management held 1,937 shares of Autodesk worth $377K as of Q2 2026.
  • Empirical Wealth Management sold 473 Autodesk shares in Q2 2026, an estimated $108K.
  • Autodesk made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #795 holding.
  • Empirical Wealth Management first reported a position in Autodesk in Q4 2021 and has held it in 5 quarters since.
  • Empirical Wealth Management's Autodesk position peaked at $577K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.