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McCarter Private Wealth Services’s Autodesk ADSK Stock Holding History

McCarter 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 		– Sell
-1,538
Closed -$368K – 181
2026
Q1 		$368K Buy
1,538
+130
+9% +$32.7K 0.16% 113
2025
Q4 		$417K Buy
+1,408
New +$426K 0.19% 105

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

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

McCarter Private Wealth Services sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,538 shares — an estimated $368K sold.

McCarter Private Wealth Services first reported a position in ADSK in Q4 2025 and held it in 2 quarters. The position peaked at $417K in Q4 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 1,538 Autodesk shares in Q2 2026, an estimated $368K.
  • McCarter Private Wealth Services first reported a position in Autodesk in Q4 2025 and held it in 2 quarters.
  • McCarter Private Wealth Services's Autodesk position peaked at $417K in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.