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Fortis Capital Advisors’s Autodesk ADSK Stock Holding History

Fortis Capital 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 		– Sell
-1,961
Closed -$469K – 411
2026
Q1 		$469K Buy
+1,961
New +$493K 0.06% 238
2025
Q4 		– Sell
-2,245
Closed -$713K – 312
2025
Q3 		$713K Sell
2,245
-758
-25% -$231K 0.11% 151
2025
Q2 		$930K Buy
3,003
+626
+26% +$178K 0.17% 99
2025
Q1 		$622K Buy
+2,377
New +$676K 0.13% 138

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 $3.38T AUM 44.17% 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

Fortis Capital Advisors's ADSK Position: Q2 2026 in Review

Fortis Capital Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,961 shares — an estimated $469K sold.

Fortis Capital Advisors first reported a position in ADSK in Q1 2025 and held it in 4 quarters. The position peaked at $930K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Fortis Capital Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,961 Autodesk shares in Q2 2026, an estimated $469K.
  • Fortis Capital Advisors first reported a position in Autodesk in Q1 2025 and held it in 4 quarters.
  • Fortis Capital Advisors's Autodesk position peaked at $930K in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.