Golden State Wealth Management’s Autodesk ADSK Stock Holding History

Golden State Wealth 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	$30.9K	Sell	159 -123	-44%	-$28.1K	﹤0.01%	851
2026 Q1	$67.5K	Hold	282	–	–	0.01%	601
2025 Q4	$83.5K	Sell	282 -25	-8%	-$7.56K	0.01%	565
2025 Q3	$97.5K	Buy	307 +10	+3%	+$3.05K	0.01%	509
2025 Q2	$91.9K	Buy	297 +204	+219%	+$57.9K	0.01%	503
2025 Q1	$24.3K	Buy	93 +7	+8%	+$1.99K	﹤0.01%	758
2024 Q4	$25.4K	Buy	+86	New	+$25.4K	﹤0.01%	709
2022 Q1	–	Sell	-1,114	Closed	-$313K	–	307
2021 Q4	$313K	Buy	+1,114	New	+$325K	0.05%	282
2021 Q1	–	Sell	-721	Closed	-$220K	–	201
2020 Q4	$220K	Buy	+721	New	+$190K	0.06%	219
2020 Q2	–	Sell	-200	Closed	-$31K	–	218
2020 Q1	$31K	Buy	+200	New	+$36.7K	0.01%	431
2019 Q4	–	Sell	-200	Closed	-$30K	–	75
2019 Q3	$30K	Sell	200 -1,200	-86%	-$187K	0.01%	536
2019 Q2	$228K	Sell	1,400 -75	-5%	-$12.6K	0.07%	204
2019 Q1	$230K	Buy	+1,475	New	+$220K	0.08%	208

Other funds holding ADSK

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Golden State Wealth Management's ADSK Position: Q2 2026 in Review

Golden State Wealth Management reduced its Autodesk (ADSK) stake by 44% in Q2 2026, selling an estimated $28.1K and leaving 159 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Golden State Wealth Management first reported a position in ADSK in Q1 2019 and has held it in 13 quarters since. The position peaked at $313K in Q4 2021. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Golden State Wealth Management held 159 shares of Autodesk worth $30.9K as of Q2 2026.
Golden State Wealth Management sold 123 Autodesk shares in Q2 2026, an estimated $28.1K.
Autodesk made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #851 holding.
Golden State Wealth Management first reported a position in Autodesk in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Autodesk position peaked at $313K in Q4 2021.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.