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Lifeworks Advisors’s Autodesk ADSK Stock Holding History

Lifeworks 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 		$358K Sell
1,841
-678
-27% -$155K 0.04% 245
2026
Q1 		$603K Buy
2,519
+573
+29% +$144K 0.08% 174
2025
Q4 		$576K Buy
1,946
+357
+22% +$108K 0.07% 198
2025
Q3 		$505K Buy
+1,589
New +$484K 0.07% 206

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 $3.37T AUM 44.26% 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

Lifeworks Advisors's ADSK Position: Q2 2026 in Review

Lifeworks Advisors reduced its Autodesk (ADSK) stake by 27% in Q2 2026, selling an estimated $155K and leaving 1,841 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #245.

Lifeworks Advisors first reported a position in ADSK in Q3 2025 and has held it in 4 quarters since. The position peaked at $603K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Lifeworks Advisors held 1,841 shares of Autodesk worth $358K as of Q2 2026.
  • Lifeworks Advisors sold 678 Autodesk shares in Q2 2026, an estimated $155K.
  • Autodesk made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #245 holding.
  • Lifeworks Advisors first reported a position in Autodesk in Q3 2025 and has held it in 4 quarters since.
  • Lifeworks Advisors's Autodesk position peaked at $603K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.