PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Autodesk ADSK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$225K	Buy	+1,158	New	+$264K	0.06%	168

Other funds holding ADSK

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ADSK Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Autodesk (ADSK) in Q2 2026: 1,158 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #168 among its holdings.

666 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,158 shares of Autodesk worth $225K as of Q2 2026.
Autodesk was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Autodesk made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #168 holding.
666 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.