EWM
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Evermay Wealth Management’s Autodesk ADSK Stock Holding History

Evermay 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 		$24.5K Hold
126
– – ﹤0.01% 426
2026
Q1 		$30.2K Hold
126
– – ﹤0.01% 353
2025
Q4 		$37.3K Hold
126
– – ﹤0.01% 339
2025
Q3 		$40K Hold
126
– – ﹤0.01% 339
2025
Q2 		$39K Hold
126
– – ﹤0.01% 340
2025
Q1 		$33K Hold
126
– – ﹤0.01% 354
2024
Q4 		$37.2K Sell
126
-3
-2% -$886 0.01% 341
2024
Q3 		$35.5K Hold
129
– – 0.01% 356
2024
Q2 		$31.9K Sell
129
-8
-6% -$1.8K 0.01% 377
2024
Q1 		$35.7K Sell
137
-2
-1% -$506 0.01% 376
2023
Q4 		$33.8K Sell
139
-4
-3% -$864 0.01% 357
2023
Q3 		$29.6K Sell
143
-7
-5% -$1.47K 0.01% 348
2023
Q2 		$30.7K Sell
150
-6
-4% -$1.2K 0.01% 350
2023
Q1 		$32.5K Sell
156
-19
-11% -$3.91K 0.01% 336
2022
Q4 		$32.7K Sell
175
-17
-9% -$3.41K 0.01% 329
2022
Q3 		$36K Hold
192
– – 0.01% 302
2022
Q2 		$33K Sell
192
-11
-5% -$2.12K 0.01% 307
2022
Q1 		$44K Buy
203
+9
+5% +$2.07K 0.01% 307
2021
Q4 		$55K Sell
194
-5
-3% -$1.46K 0.01% 263
2021
Q3 		$57K Sell
199
-6
-3% -$1.84K 0.01% 252
2021
Q2 		$60K Buy
+205
New +$58.5K 0.01% 266

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Evermay Wealth Management held its Autodesk (ADSK) position steady in Q2 2026 at 126 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Evermay Wealth Management first reported a position in ADSK in Q2 2021 and has held it in 21 quarters since. The position peaked at $60K in Q2 2021. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Evermay Wealth Management held 126 shares of Autodesk worth $24.5K as of Q2 2026.
  • Evermay Wealth Management left its Autodesk share count unchanged in Q2 2026.
  • Autodesk made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Evermay Wealth Management first reported a position in Autodesk in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Autodesk position peaked at $60K in Q2 2021.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.