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Kestra Private Wealth Services’s Autodesk ADSK Stock Holding History

Kestra Private Wealth Services’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 		$1.05M Sell
5,385
-1,910
-26% -$436K 0.01% 875
2026
Q1 		$1.75M Sell
7,295
-165
-2% -$41.5K 0.02% 601
2025
Q4 		$2.21M Sell
7,460
-695
-9% -$210K 0.03% 513
2025
Q3 		$2.59M Sell
8,155
-688
-8% -$210K 0.03% 455
2025
Q2 		$2.74M Sell
8,843
-63
-0.7% -$17.9K 0.04% 418
2025
Q1 		$2.33M Buy
8,906
+101
+1% +$28.7K 0.04% 424
2024
Q4 		$2.6M Buy
8,805
+9
+0.1% +$2.66K 0.04% 367
2024
Q3 		$2.42M Sell
8,796
-145
-2% -$36.5K 0.04% 374
2024
Q2 		$2.21M Buy
8,941
+218
+2% +$49K 0.04% 370
2024
Q1 		$2.27M Buy
8,723
+241
+3% +$61K 0.05% 343
2023
Q4 		$2.07M Sell
8,482
-72
-0.8% -$15.5K 0.05% 339
2023
Q3 		$1.77M Buy
8,554
+1,793
+27% +$377K 0.06% 327
2023
Q2 		$1.38M Buy
6,761
+3,692
+120% +$738K 0.05% 368
2023
Q1 		$639K Buy
3,069
+1,761
+135% +$363K 0.03% 529
2022
Q4 		$244K Sell
1,308
-2,177
-62% -$437K 0.01% 728
2022
Q3 		$651K Buy
3,485
+225
+7% +$45.5K 0.04% 425
2022
Q2 		$561K Buy
3,260
+385
+13% +$74K 0.03% 467
2022
Q1 		$616K Sell
2,875
-429
-13% -$98.8K 0.03% 509
2021
Q4 		$929K Buy
3,304
+1,668
+102% +$486K 0.04% 401
2021
Q3 		$467K Buy
1,636
+683
+72% +$209K 0.03% 557
2021
Q2 		$278K Sell
953
-60
-6% -$17.1K 0.02% 702
2021
Q1 		$281K Buy
+1,013
New +$292K 0.02% 616

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

Kestra Private Wealth Services's ADSK Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Autodesk (ADSK) stake by 26% in Q2 2026, selling an estimated $436K and leaving 5,385 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #875.

Kestra Private Wealth Services first reported a position in ADSK in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.74M in Q2 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Kestra Private Wealth Services held 5,385 shares of Autodesk worth $1.05M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,910 Autodesk shares in Q2 2026, an estimated $436K.
  • Autodesk made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #875 holding.
  • Kestra Private Wealth Services first reported a position in Autodesk in Q1 2021 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Autodesk position peaked at $2.74M in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.