IFWM
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Institute for Wealth Management’s Autodesk ADSK Stock Holding History

Institute for 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 		$70K Sell
360
-4,258
-92% -$972K 0.01% 789
2026
Q1 		$1.11M Buy
4,618
+2,799
+154% +$704K 0.12% 185
2025
Q4 		$539K Sell
1,819
-99
-5% -$30K 0.06% 299
2025
Q3 		$609K Buy
1,918
+90
+5% +$27.4K 0.06% 282
2025
Q2 		$566K Sell
1,828
-1
-0.1% -$284 0.06% 288
2025
Q1 		$479K Buy
1,829
+1,052
+135% +$299K 0.06% 299
2024
Q4 		$230K Hold
777
– – 0.03% 460
2024
Q3 		$214K Buy
+777
New +$196K 0.03% 512
2024
Q2 		– Sell
-812
Closed -$211K – 505
2024
Q1 		$211K Sell
812
-19
-2% -$4.81K 0.03% 475
2023
Q4 		$202K Buy
+831
New +$179K 0.03% 462
2022
Q4 		– Sell
-2,031
Closed -$379K – 453
2022
Q3 		$379K Buy
2,031
+88
+5% +$17.8K 0.09% 286
2022
Q2 		$334K Buy
1,943
+72
+4% +$13.8K 0.07% 368
2022
Q1 		$401K Buy
1,871
+301
+19% +$69.3K 0.06% 336
2021
Q4 		$441K Buy
1,570
+3
+0.2% +$874 0.07% 300
2021
Q3 		$447K Buy
1,567
+87
+6% +$26.6K 0.08% 294
2021
Q2 		$432K Buy
1,480
+180
+14% +$51.3K 0.08% 299
2021
Q1 		$360K Buy
1,300
+153
+13% +$44.1K 0.07% 324
2020
Q4 		$350K Buy
1,147
+105
+10% +$27.7K 0.07% 322
2020
Q3 		$241K Buy
+1,042
New +$248K 0.06% 365

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

Institute for Wealth Management's ADSK Position: Q2 2026 in Review

Institute for Wealth Management reduced its Autodesk (ADSK) stake by 92% in Q2 2026, selling an estimated $972K and leaving 360 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #789.

Institute for Wealth Management first reported a position in ADSK in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Institute for Wealth Management held 360 shares of Autodesk worth $70K as of Q2 2026.
  • Institute for Wealth Management sold 4,258 Autodesk shares in Q2 2026, an estimated $972K.
  • Autodesk made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #789 holding.
  • Institute for Wealth Management first reported a position in Autodesk in Q3 2020 and has held it in 19 quarters since.
  • Institute for Wealth Management's Autodesk position peaked at $1.11M in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.