IWA
ADSK icon

Icon Wealth Advisors’s Autodesk ADSK Stock Holding History

Icon 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 		$536K Sell
2,755
-1,967
-42% -$449K 0.03% 269
2026
Q1 		$1.11M Buy
4,722
+83
+2% +$20.9K 0.07% 159
2025
Q4 		$1.37M Buy
4,639
+232
+5% +$70.2K 0.09% 146
2025
Q3 		$1.4M Buy
4,407
+1,252
+40% +$382K 0.09% 147
2025
Q2 		$977K Buy
3,155
+308
+11% +$87.4K 0.07% 171
2025
Q1 		$745K Sell
2,847
-100
-3% -$28.4K 0.06% 173
2024
Q4 		$871K Buy
2,947
+30
+1% +$8.86K 0.07% 156
2024
Q3 		$804K Sell
2,917
-52
-2% -$13.1K 0.07% 159
2024
Q2 		$735K Sell
2,969
-10,866
-79% -$2.44M 0.07% 165
2024
Q1 		$3.6M Sell
13,835
-364
-3% -$92.1K 0.33% 60
2023
Q4 		$3.46M Buy
+14,199
New +$3.07M 0.36% 57
2022
Q4 		$4.05M Buy
21,689
+2,033
+10% +$408K 0.47% 57
2022
Q3 		$3.67M Buy
+19,656
New +$3.97M 0.45% 55

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

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

Icon Wealth Advisors reduced its Autodesk (ADSK) stake by 42% in Q2 2026, selling an estimated $449K and leaving 2,755 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #269.

Icon Wealth Advisors first reported a position in ADSK in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.05M in Q4 2022. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Icon Wealth Advisors held 2,755 shares of Autodesk worth $536K as of Q2 2026.
  • Icon Wealth Advisors sold 1,967 Autodesk shares in Q2 2026, an estimated $449K.
  • Autodesk made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • Icon Wealth Advisors first reported a position in Autodesk in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Autodesk position peaked at $4.05M in Q4 2022.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.