Kingswood Wealth Advisors’s Autodesk ADSK Stock Holding History

Kingswood 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	$590K	Sell	3,034 -767	-20%	-$175K	0.02%	562
2026 Q1	$910K	Buy	3,801 +133	+4%	+$33.4K	0.04%	398
2025 Q4	$1.09M	Sell	3,668 -329	-8%	-$99.5K	0.05%	332
2025 Q3	$1.27M	Buy	3,997 +93	+2%	+$28.3K	0.08%	264
2025 Q2	$1.21M	Sell	3,904 -122	-3%	-$34.6K	0.1%	228
2025 Q1	$1.05M	Sell	4,026 -374	-9%	-$106K	0.1%	232
2024 Q4	$1.3M	Buy	4,400 +1,078	+32%	+$318K	0.1%	220
2024 Q3	$915K	Buy	+3,322	New	+$836K	0.07%	315
2024 Q1	–	Sell	-1,143	Closed	-$278K	–	619
2023 Q4	$278K	Buy	1,143 +71	+7%	+$15.3K	0.03%	501
2023 Q3	$222K	Sell	1,072 -469	-30%	-$98.5K	0.04%	372
2023 Q2	$315K	Buy	+1,541	New	+$308K	0.1%	189

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 $3.38T AUM 44.17% 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

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

Kingswood Wealth Advisors reduced its Autodesk (ADSK) stake by 20% in Q2 2026, selling an estimated $175K and leaving 3,034 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #562.

Kingswood Wealth Advisors first reported a position in ADSK in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Kingswood Wealth Advisors held 3,034 shares of Autodesk worth $590K as of Q2 2026.
Kingswood Wealth Advisors sold 767 Autodesk shares in Q2 2026, an estimated $175K.
Autodesk made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #562 holding.
Kingswood Wealth Advisors first reported a position in Autodesk in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Autodesk position peaked at $1.3M in Q4 2024.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.