McDonald Partners’s Autodesk ADSK Stock Holding History

McDonald Partners’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	$75.6K	Buy	+389	New	+$88.8K	0.02%	295
2024 Q3	–	Sell	-2,065	Closed	-$511K	–	240
2024 Q2	$511K	Hold	2,065	–	–	0.14%	161
2024 Q1	$538K	Hold	2,065	–	–	0.15%	160
2023 Q4	$503K	Hold	2,065	–	–	0.15%	165
2023 Q3	$427K	Sell	2,065 -118	-5%	-$24.8K	0.14%	164
2023 Q2	$447K	Sell	2,183 -10	-0.5%	-$2K	0.14%	161
2023 Q1	$456K	Hold	2,193	–	–	0.15%	156
2022 Q4	$410K	Hold	2,193	–	–	0.14%	155
2022 Q3	$410K	Sell	2,193 -150	-6%	-$30.3K	0.16%	154
2022 Q2	$403K	Hold	2,343	–	–	0.1%	199
2022 Q1	$502K	Buy	+2,343	New	+$540K	0.11%	197
2021 Q4	–	Sell	-2,588	Closed	-$738K	–	552
2021 Q3	$738K	Hold	2,588	–	–	0.17%	152
2021 Q2	$755K	Hold	2,588	–	–	0.18%	142
2021 Q1	$717K	Sell	2,588 -2	-0.1%	-$577	0.18%	141
2020 Q4	$791K	Buy	+2,590	New	+$683K	0.22%	124

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 $3.37T AUM 44.26% 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

McDonald Partners's ADSK Position: Q2 2026 in Review

McDonald Partners opened a new position in Autodesk (ADSK) in Q2 2026: 389 shares worth $75.6K. The stake represents 0.02% of the portfolio and ranks #295 among its holdings. This is a return to the name: McDonald Partners previously reported a position in ADSK as recently as Q2 2024.

McDonald Partners first reported a position in ADSK in Q4 2020 and has held it in 15 quarters since. The position peaked at $791K in Q4 2020. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

McDonald Partners held 389 shares of Autodesk worth $75.6K as of Q2 2026.
Autodesk was a new McDonald Partners position in Q2 2026.
Autodesk made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #295 holding.
McDonald Partners first reported a position in Autodesk in Q4 2020 and has held it in 15 quarters since.
McDonald Partners's Autodesk position peaked at $791K in Q4 2020.
1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.