IWC
ADSK icon

Integrated Wealth Concepts’s Autodesk ADSK Stock Holding History

Integrated Wealth Concepts’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 		$872K Sell
4,484
-1,091
-20% -$249K 0.01% 1296
2026
Q1 		$1.33M Buy
5,575
+4,736
+564% +$1.19M 0.01% 955
2025
Q4 		$248K Sell
839
-3,475
-81% -$1.05M ﹤0.01% 1407
2025
Q3 		$1.37M Sell
4,314
-928
-18% -$283K 0.01% 832
2025
Q2 		$1.62M Buy
5,242
+603
+13% +$171K 0.02% 696
2025
Q1 		$1.21M Sell
4,639
-1,084
-19% -$308K 0.01% 752
2024
Q4 		$1.69M Buy
5,723
+620
+12% +$183K 0.02% 619
2024
Q3 		$1.41M Sell
5,103
-364
-7% -$91.6K 0.02% 667
2024
Q2 		$1.35M Sell
5,467
-3,601
-40% -$809K 0.02% 629
2024
Q1 		$2.36M Buy
9,068
+263
+3% +$66.5K 0.03% 466
2023
Q4 		$2.14M Sell
8,805
-200
-2% -$43.2K 0.04% 455
2023
Q3 		$1.86M Buy
9,005
+72
+0.8% +$15.1K 0.03% 477
2023
Q2 		$1.83M Buy
8,933
+4,446
+99% +$889K 0.03% 491
2023
Q1 		$934K Buy
4,487
+3,182
+244% +$655K 0.02% 643
2022
Q4 		$244K Sell
1,305
-2,305
-64% -$463K 0.01% 880
2022
Q3 		$674K Buy
3,610
+2,312
+178% +$467K 0.02% 514
2022
Q2 		$223K Sell
1,298
-382
-23% -$73.5K 0.01% 858
2022
Q1 		$360K Sell
1,680
-2,253
-57% -$519K 0.01% 675
2021
Q4 		$1.11M Sell
3,933
-105
-3% -$30.6K 0.03% 389
2021
Q3 		$1.15M Buy
4,038
+585
+17% +$179K 0.04% 352
2021
Q2 		$1.01M Buy
3,453
+352
+11% +$100K 0.04% 354
2021
Q1 		$859K Sell
3,101
-164
-5% -$47.3K 0.04% 329
2020
Q4 		$997K Buy
3,265
+510
+19% +$134K 0.05% 256
2020
Q3 		$636K Buy
2,755
+309
+13% +$73.4K 0.04% 294
2020
Q2 		$585K Buy
2,446
+580
+31% +$114K 0.04% 253
2020
Q1 		$291K Buy
1,866
+142
+8% +$26.1K 0.03% 316
2019
Q4 		$316K Buy
1,724
+118
+7% +$19.1K 0.03% 359
2019
Q3 		$237K Buy
1,606
+310
+24% +$48.2K 0.03% 363
2019
Q2 		$211K Buy
+1,296
New +$218K 0.03% 350

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

Integrated Wealth Concepts's ADSK Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Autodesk (ADSK) stake by 20% in Q2 2026, selling an estimated $249K and leaving 4,484 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #1296.

Integrated Wealth Concepts first reported a position in ADSK in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.36M in Q1 2024. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Integrated Wealth Concepts held 4,484 shares of Autodesk worth $872K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,091 Autodesk shares in Q2 2026, an estimated $249K.
  • Autodesk made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1296 holding.
  • Integrated Wealth Concepts first reported a position in Autodesk in Q2 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's Autodesk position peaked at $2.36M in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.