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Independence Wealth Advisors (Ohio)’s Autodesk ADSK Stock Holding History

Independence Wealth Advisors (Ohio)’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 		– Sell
-976
Closed -$234K – 86
2026
Q1 		$234K Sell
976
-76
-7% -$19.1K 0.12% 81
2025
Q4 		$311K Buy
+1,052
New +$318K 0.18% 59

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

Independence Wealth Advisors (Ohio)'s ADSK Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 976 shares — an estimated $234K sold.

Independence Wealth Advisors (Ohio) first reported a position in ADSK in Q4 2025 and held it in 2 quarters. The position peaked at $311K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 976 Autodesk shares in Q2 2026, an estimated $234K.
  • Independence Wealth Advisors (Ohio) first reported a position in Autodesk in Q4 2025 and held it in 2 quarters.
  • Independence Wealth Advisors (Ohio)'s Autodesk position peaked at $311K in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.