JFS Wealth Advisors’s Autodesk ADSK Stock Holding History

JFS Wealth Advisors’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	$19.4K	Sell	100 -4	-4%	-$914	﹤0.01%	774
2026 Q1	$24.9K	Sell	104 -20	-16%	-$5.03K	﹤0.01%	685
2025 Q4	$36.7K	Buy	124 +28	+29%	+$8.47K	﹤0.01%	602
2025 Q3	$30.5K	Sell	96 -1	-1%	-$305	﹤0.01%	606
2025 Q2	$30K	Sell	97 -5	-5%	-$1.42K	﹤0.01%	568
2025 Q1	$26.7K	Buy	102 +6	+6%	+$1.71K	﹤0.01%	600
2024 Q4	$28.4K	Hold	96	–	–	﹤0.01%	559
2024 Q3	$26.4K	Buy	96 +2	+2%	+$503	﹤0.01%	584
2024 Q2	$23.3K	Sell	94 -5	-5%	-$1.12K	﹤0.01%	568
2024 Q1	$25.8K	Hold	99	–	–	﹤0.01%	572
2023 Q4	$24.1K	Buy	99 +7	+8%	+$1.51K	﹤0.01%	547
2023 Q3	$19K	Buy	92 +10	+12%	+$2.1K	﹤0.01%	562
2023 Q2	$16.8K	Buy	82 +1	+1%	+$200	﹤0.01%	584
2023 Q1	$16.9K	Sell	81 -4	-5%	-$824	﹤0.01%	572
2022 Q4	$15.9K	Buy	85 +13	+18%	+$2.61K	﹤0.01%	579
2022 Q3	$13K	Buy	72 +19	+36%	+$3.84K	﹤0.01%	654
2022 Q2	$9K	Sell	53 -21	-28%	-$4.04K	﹤0.01%	777
2022 Q1	$16K	Buy	74 +33	+80%	+$7.6K	﹤0.01%	654
2021 Q4	$12K	Buy	41 +15	+58%	+$4.37K	﹤0.01%	654
2021 Q3	$7K	Hold	26	–	–	﹤0.01%	681
2021 Q2	$8K	Hold	26	–	–	﹤0.01%	460
2021 Q1	$7K	Hold	26	–	–	﹤0.01%	442
2020 Q4	$8K	Hold	26	–	–	﹤0.01%	431
2020 Q3	$6K	Hold	26	–	–	﹤0.01%	425
2020 Q2	$6K	Hold	26	–	–	﹤0.01%	414
2020 Q1	$4K	Hold	26	–	–	﹤0.01%	399
2019 Q4	$5K	Hold	26	–	–	﹤0.01%	401
2019 Q3	$4K	Hold	26	–	–	﹤0.01%	411
2019 Q2	$4K	Hold	26	–	–	﹤0.01%	407
2019 Q1	$4K	Hold	26	–	–	﹤0.01%	400
2018 Q4	$3K	Hold	26	–	–	﹤0.01%	404
2018 Q3	$4K	Hold	26	–	–	﹤0.01%	462
2018 Q2	$3K	Hold	26	–	–	﹤0.01%	421
2018 Q1	$3K	Buy	+26	New	+$3.1K	﹤0.01%	446

Other funds holding ADSK

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

JFS Wealth Advisors's ADSK Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Autodesk (ADSK) stake by 3.8% in Q2 2026, selling an estimated $914 and leaving 100 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

JFS Wealth Advisors first reported a position in ADSK in Q1 2018 and has held it in 34 quarters since. The position peaked at $36.7K in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

JFS Wealth Advisors held 100 shares of Autodesk worth $19.4K as of Q2 2026.
JFS Wealth Advisors sold 4 Autodesk shares in Q2 2026, an estimated $914.
Autodesk made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #774 holding.
JFS Wealth Advisors first reported a position in Autodesk in Q1 2018 and has held it in 34 quarters since.
JFS Wealth Advisors's Autodesk position peaked at $36.7K in Q4 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.