HWM
ADSK icon

HB Wealth Management’s Autodesk ADSK Stock Holding History

HB 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 		$1.25M Sell
6,450
-1,974
-23% -$451K 0.01% 649
2026
Q1 		$2.02M Sell
8,424
-122
-1% -$30.7K 0.01% 431
2025
Q4 		$2.53M Buy
8,546
+665
+8% +$201K 0.02% 361
2025
Q3 		$2.5M Buy
7,881
+1,016
+15% +$310K 0.02% 373
2025
Q2 		$2.13M Buy
6,865
+73
+1% +$20.7K 0.02% 362
2025
Q1 		$1.78M Buy
6,792
+1,728
+34% +$491K 0.01% 407
2024
Q4 		$1.5M Sell
5,064
-167
-3% -$49.3K 0.02% 343
2024
Q3 		$1.44M Buy
5,231
+857
+20% +$216K 0.02% 328
2024
Q2 		$1.08M Buy
4,374
+354
+9% +$79.5K 0.01% 355
2024
Q1 		$1.05M Buy
4,020
+908
+29% +$230K 0.01% 346
2023
Q4 		$758K Buy
3,112
+112
+4% +$24.2K 0.01% 368
2023
Q3 		$621K Buy
3,000
+610
+26% +$128K 0.01% 387
2023
Q2 		$489K Buy
2,390
+139
+6% +$27.8K 0.01% 422
2023
Q1 		$469K Buy
2,251
+237
+12% +$48.8K 0.01% 425
2022
Q4 		$376K Buy
2,014
+59
+3% +$11.8K 0.01% 468
2022
Q3 		$365K Buy
1,955
+600
+44% +$121K 0.01% 399
2022
Q2 		$233K Sell
1,355
-20
-1% -$3.85K ﹤0.01% 504
2022
Q1 		$295K Buy
1,375
+557
+68% +$128K 0.01% 459
2021
Q4 		$230K Buy
+818
New +$238K ﹤0.01% 453

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 $3.38T AUM 44.17% 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

HB Wealth Management's ADSK Position: Q2 2026 in Review

HB Wealth Management reduced its Autodesk (ADSK) stake by 23% in Q2 2026, selling an estimated $451K and leaving 6,450 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #649.

HB Wealth Management first reported a position in ADSK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.53M in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • HB Wealth Management held 6,450 shares of Autodesk worth $1.25M as of Q2 2026.
  • HB Wealth Management sold 1,974 Autodesk shares in Q2 2026, an estimated $451K.
  • Autodesk made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #649 holding.
  • HB Wealth Management first reported a position in Autodesk in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Autodesk position peaked at $2.53M in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.