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GeoWealth Management’s Autodesk ADSK Stock Holding History

GeoWealth Management’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 		$1.08M Buy
5,564
+391
+8% +$89.3K 0.03% 305
2026
Q1 		$1.24M Sell
5,173
-337
-6% -$84.7K 0.04% 237
2025
Q4 		$1.63M Sell
5,510
-33
-0.6% -$9.98K 0.06% 187
2025
Q3 		$1.76M Buy
5,543
+2,216
+67% +$675K 0.06% 186
2025
Q2 		$1.03M Sell
3,327
-68
-2% -$19.3K 0.04% 248
2025
Q1 		$889K Sell
3,395
-61
-2% -$17.3K 0.04% 298
2024
Q4 		$1.02M Buy
3,456
+467
+16% +$138K 0.03% 292
2024
Q3 		$823K Buy
2,989
+91
+3% +$22.9K 0.03% 352
2024
Q2 		$717K Buy
2,898
+523
+22% +$117K 0.03% 344
2024
Q1 		$618K Buy
2,375
+1,336
+129% +$338K 0.02% 392
2023
Q4 		$253K Buy
+1,039
New +$224K 0.02% 452

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 $3.37T AUM 44.26% 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

GeoWealth Management's ADSK Position: Q2 2026 in Review

GeoWealth Management increased its Autodesk (ADSK) stake by 7.6% in Q2 2026, buying an estimated $89.3K and bringing the position to 5,564 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #305.

GeoWealth Management first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • GeoWealth Management held 5,564 shares of Autodesk worth $1.08M as of Q2 2026.
  • GeoWealth Management bought 391 Autodesk shares in Q2 2026, an estimated $89.3K.
  • Autodesk made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #305 holding.
  • GeoWealth Management first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Autodesk position peaked at $1.76M in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.