EWA
ADSK icon

EverSource Wealth Advisors’s Autodesk ADSK Stock Holding History

EverSource Wealth Advisors’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 		$154K Sell
792
-865
-52% -$198K 0.01% 1155
2026
Q1 		$397K Sell
1,657
-12
-0.7% -$3.02K 0.01% 709
2025
Q4 		$494K Buy
1,669
+340
+26% +$103K 0.02% 547
2025
Q3 		$422K Sell
1,329
-214
-14% -$65.2K 0.02% 564
2025
Q2 		$478K Buy
1,543
+746
+94% +$212K 0.02% 474
2025
Q1 		$209K Buy
797
+294
+58% +$83.6K 0.01% 645
2024
Q4 		$149K Buy
503
+42
+9% +$12.4K 0.01% 770
2024
Q3 		$127K Sell
461
-100
-18% -$25.2K 0.01% 712
2024
Q2 		$139K Sell
561
-22
-4% -$4.94K 0.01% 685
2024
Q1 		$124K Buy
583
+4
+0.7% +$1.01K 0.01% 631
2023
Q4 		$141K Buy
579
+189
+48% +$40.8K 0.01% 523
2023
Q3 		$80.7K Sell
390
-33
-8% -$6.93K 0.01% 644
2023
Q2 		$86.5K Buy
423
+115
+37% +$23K 0.01% 629
2023
Q1 		$64.1K Sell
308
-6
-2% -$1.24K 0.01% 692
2022
Q4 		$58.7K Buy
314
+7
+2% +$1.41K 0.01% 702
2022
Q3 		$57K Buy
307
+184
+150% +$37.2K 0.01% 600
2022
Q2 		$21K Buy
123
+51
+71% +$9.81K 0.01% 813
2022
Q1 		$16K Sell
72
-29
-29% -$6.68K ﹤0.01% 779
2021
Q4 		$28K Buy
+101
New +$29.4K 0.01% 553

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

EverSource Wealth Advisors's ADSK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Autodesk (ADSK) stake by 52% in Q2 2026, selling an estimated $198K and leaving 792 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #1155.

EverSource Wealth Advisors first reported a position in ADSK in Q4 2021 and has held it in 19 quarters since. The position peaked at $494K in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • EverSource Wealth Advisors held 792 shares of Autodesk worth $154K as of Q2 2026.
  • EverSource Wealth Advisors sold 865 Autodesk shares in Q2 2026, an estimated $198K.
  • Autodesk made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1155 holding.
  • EverSource Wealth Advisors first reported a position in Autodesk in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Autodesk position peaked at $494K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.