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JPL Wealth Management’s Autodesk ADSK Stock Holding History

JPL 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 		$11.3K Sell
58
-13
-18% -$2.97K ﹤0.01% 561
2026
Q1 		$17K Buy
+71
New +$17.8K ﹤0.01% 426
2025
Q4 		– Sell
-69
Closed -$21.9K – 133
2025
Q3 		$21.9K Buy
+69
New +$21K 0.01% 385

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

JPL Wealth Management's ADSK Position: Q2 2026 in Review

JPL Wealth Management reduced its Autodesk (ADSK) stake by 18% in Q2 2026, selling an estimated $2.97K and leaving 58 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

JPL Wealth Management first reported a position in ADSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.9K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • JPL Wealth Management held 58 shares of Autodesk worth $11.3K as of Q2 2026.
  • JPL Wealth Management sold 13 Autodesk shares in Q2 2026, an estimated $2.97K.
  • Autodesk made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #561 holding.
  • JPL Wealth Management first reported a position in Autodesk in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Autodesk position peaked at $21.9K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.