JTWM
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Jackson Thornton Wealth Management’s Autodesk ADSK Stock Holding History

Jackson Thornton 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 		$240K Buy
+1,236
New +$282K 0.02% 358
2026
Q1 		– Sell
-827
Closed -$242K – 289
2025
Q4 		$242K Buy
+827
New +$250K 0.02% 256

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

Jackson Thornton Wealth Management's ADSK Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Autodesk (ADSK) in Q2 2026: 1,236 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in ADSK as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in ADSK in Q4 2025 and has held it in 2 quarters since. The position peaked at $242K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,236 shares of Autodesk worth $240K as of Q2 2026.
  • Autodesk was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Autodesk made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Jackson Thornton Wealth Management first reported a position in Autodesk in Q4 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's Autodesk position peaked at $242K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.