Genesis Private Wealth’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
-958
Closed -$229K 193
2026
Q1
$229K Buy
+958
New +$241K 0.07% 165
2025
Q4
Sell
-1,167
Closed -$371K 182
2025
Q3
$371K Buy
1,167
+363
+45% +$111K 0.16% 79
2025
Q2
$249K Buy
+804
New +$228K 0.12% 120

Other funds holding ADSK

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

Genesis Private Wealth sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 958 shares — an estimated $229K sold.

Genesis Private Wealth first reported a position in ADSK in Q2 2025 and held it in 3 quarters. The position peaked at $371K in Q3 2025. 227 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Genesis Private Wealth reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 958 Autodesk shares in Q2 2026, an estimated $229K.
  • Genesis Private Wealth first reported a position in Autodesk in Q2 2025 and held it in 3 quarters.
  • Genesis Private Wealth's Autodesk position peaked at $371K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.