FSM Wealth Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,099
Closed -$263K 353
2026
Q1
$263K Sell
1,099
-172
-14% -$43.2K 0.03% 253
2025
Q4
$376K Sell
1,271
-454
-26% -$137K 0.05% 202
2025
Q3
$548K Buy
1,725
+98
+6% +$29.9K 0.08% 164
2025
Q2
$513K Buy
1,627
+491
+43% +$139K 0.08% 150
2025
Q1
$297K Buy
+1,136
New +$323K 0.07% 157
2023
Q2
Sell
-1,272
Closed -$265K 166
2023
Q1
$265K Buy
1,272
+91
+8% +$18.7K 0.15% 126
2022
Q4
$221K Buy
+1,181
New +$237K 0.16% 129

Other funds holding ADSK

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

FSM Wealth Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,099 shares — an estimated $263K sold.

FSM Wealth Advisors first reported a position in ADSK in Q4 2022 and held it in 7 quarters. The position peaked at $548K in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • FSM Wealth Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,099 Autodesk shares in Q2 2026, an estimated $263K.
  • FSM Wealth Advisors first reported a position in Autodesk in Q4 2022 and held it in 7 quarters.
  • FSM Wealth Advisors's Autodesk position peaked at $548K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.