Jacobsen Capital Management’s Autodesk ADSK Stock Holding History

Jacobsen Capital 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	–	Sell	-899	Closed	-$215K	–	128
2026 Q1	$215K	Buy	899 +190	+27%	+$47.8K	0.07%	118
2025 Q4	$210K	Sell	709 -7	-1%	-$2.12K	0.07%	117
2025 Q3	$227K	Buy	716 +9	+1%	+$2.74K	0.08%	109
2025 Q2	$219K	Buy	+707	New	+$201K	0.08%	103
2025 Q1	–	Sell	-682	Closed	-$202K	–	101
2024 Q4	$202K	Buy	+682	New	+$201K	0.09%	94
2023 Q1	–	Sell	-7,318	Closed	-$1.37M	–	72
2022 Q4	$1.37M	Sell	7,318 -818	-10%	-$164K	0.73%	30
2022 Q3	$1.52M	Buy	8,136 +89	+1%	+$18K	0.87%	23
2022 Q2	$1.38M	Sell	8,047 -368	-4%	-$70.8K	0.74%	31
2022 Q1	$1.8M	Buy	8,415 +1,396	+20%	+$322K	0.83%	26
2021 Q4	$1.97M	Buy	+7,019	New	+$2.05M	0.93%	24

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Jacobsen Capital Management's ADSK Position: Q2 2026 in Review

Jacobsen Capital Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 899 shares — an estimated $215K sold.

Jacobsen Capital Management first reported a position in ADSK in Q4 2021 and held it in 10 quarters. The position peaked at $1.97M in Q4 2021. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Jacobsen Capital Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Jacobsen Capital Management sold 899 Autodesk shares in Q2 2026, an estimated $215K.
Jacobsen Capital Management first reported a position in Autodesk in Q4 2021 and held it in 10 quarters.
Jacobsen Capital Management's Autodesk position peaked at $1.97M in Q4 2021.
1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.