Evolve Private Wealth’s Autodesk ADSK Stock Holding History

Evolve Private Wealth’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	–	Sell	-2,412	Closed	-$577K	–	1007
2026 Q1	$577K	Sell	2,412 -1,056	-30%	-$265K	0.03%	519
2025 Q4	$1.03M	Buy	+3,468	New	+$1.05M	0.06%	290

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Evolve Private Wealth's ADSK Position: Q2 2026 in Review

Evolve Private Wealth sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 2,412 shares — an estimated $577K sold.

Evolve Private Wealth first reported a position in ADSK in Q4 2025 and held it in 2 quarters. The position peaked at $1.03M in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Evolve Private Wealth reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 2,412 Autodesk shares in Q2 2026, an estimated $577K.
Evolve Private Wealth first reported a position in Autodesk in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Autodesk position peaked at $1.03M in Q4 2025.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.