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GW Henssler & Associates’s Autodesk ADSK Stock Holding History

GW Henssler & Associates’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 		$8.23M Sell
42,334
-4,830
-10% -$1.1M 0.37% 86
2026
Q1 		$11.3M Buy
47,164
+5,035
+12% +$1.27M 0.53% 75
2025
Q4 		$12.5M Buy
42,129
+2,896
+7% +$876K 0.6% 70
2025
Q3 		$12.5M Buy
39,233
+3,151
+9% +$960K 0.62% 68
2025
Q2 		$11.2M Buy
+36,082
New +$10.2M 0.6% 70

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

GW Henssler & Associates's ADSK Position: Q2 2026 in Review

GW Henssler & Associates reduced its Autodesk (ADSK) stake by 10% in Q2 2026, selling an estimated $1.1M and leaving 42,334 shares worth $8.23M. The position accounts for 0.37% of the portfolio, ranked #86.

GW Henssler & Associates first reported a position in ADSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.5M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • GW Henssler & Associates held 42,334 shares of Autodesk worth $8.23M as of Q2 2026.
  • GW Henssler & Associates sold 4,830 Autodesk shares in Q2 2026, an estimated $1.1M.
  • Autodesk made up 0.37% of GW Henssler & Associates's portfolio in Q2 2026, its #86 holding.
  • GW Henssler & Associates first reported a position in Autodesk in Q2 2025 and has held it in 5 quarters since.
  • GW Henssler & Associates's Autodesk position peaked at $12.5M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.