Heritage Wealth Advisors’s Autodesk ADSK Stock Holding History

Heritage Wealth Advisors’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	$2.33K	Hold	12	–	–	﹤0.01%	625
2026 Q1	$2.87K	Buy	+12	New	+$3.02K	﹤0.01%	609
2024 Q2	–	Sell	-431	Closed	-$112K	–	518
2024 Q1	$112K	Sell	431 -529	-55%	-$134K	0.01%	251
2023 Q4	$234K	Hold	960	–	–	0.01%	202
2023 Q3	$199K	Hold	960	–	–	0.01%	203
2023 Q2	$196K	Hold	960	–	–	0.01%	206
2023 Q1	$200K	Sell	960 -76	-7%	-$15.6K	0.01%	204
2022 Q4	$194K	Hold	1,036	–	–	0.01%	213
2022 Q3	$194K	Sell	1,036 -555	-35%	-$112K	0.01%	199
2022 Q2	$274K	Buy	1,591 +555	+54%	+$107K	0.02%	168
2022 Q1	$222K	Hold	1,036	–	–	0.01%	193
2021 Q4	$291K	Hold	1,036	–	–	0.02%	168
2021 Q3	$295K	Hold	1,036	–	–	0.02%	166
2021 Q2	$302K	Hold	1,036	–	–	0.02%	169
2021 Q1	$287K	Hold	1,036	–	–	0.02%	178
2020 Q4	$316K	Sell	1,036 -76	-7%	-$20K	0.02%	163
2020 Q3	$257K	Hold	1,112	–	–	0.03%	132
2020 Q2	$266K	Sell	1,112 -150	-12%	-$29.5K	0.04%	125
2020 Q1	$197K	Sell	1,262 -5	-0.4%	-$918	0.04%	129
2019 Q4	$232K	Buy	1,267 +157	+14%	+$25.4K	0.03%	154
2019 Q3	$163K	Hold	1,110	–	–	0.02%	174
2019 Q2	$181K	Hold	1,110	–	–	0.03%	150
2019 Q1	$173K	Hold	1,110	–	–	0.03%	139
2018 Q4	$142K	Hold	1,110	–	–	0.03%	140
2018 Q3	$173K	Buy	+1,110	New	+$157K	0.03%	129

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Heritage Wealth Advisors's ADSK Position: Q2 2026 in Review

Heritage Wealth Advisors held its Autodesk (ADSK) position steady in Q2 2026 at 12 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Heritage Wealth Advisors first reported a position in ADSK in Q3 2018 and has held it in 25 quarters since. The position peaked at $316K in Q4 2020. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Heritage Wealth Advisors held 12 shares of Autodesk worth $2.33K as of Q2 2026.
Heritage Wealth Advisors left its Autodesk share count unchanged in Q2 2026.
Autodesk made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #625 holding.
Heritage Wealth Advisors first reported a position in Autodesk in Q3 2018 and has held it in 25 quarters since.
Heritage Wealth Advisors's Autodesk position peaked at $316K in Q4 2020.
1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.