MWPCG
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Measured Wealth Private Client Group’s Autodesk ADSK Stock Holding History

Measured Wealth Private Client Group’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 		$15.2K Hold
78
– – ﹤0.01% 536
2026
Q1 		$18.7K Hold
78
– – 0.01% 484
2025
Q4 		$23.1K Hold
78
– – 0.01% 445
2025
Q3 		$24.8K Buy
+78
New +$23.8K 0.01% 432
2018
Q4 		– Sell
-60
Closed -$9K – 110
2018
Q3 		$9K Buy
+60
New +$8.47K 0.01% 629

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

Measured Wealth Private Client Group's ADSK Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Autodesk (ADSK) position steady in Q2 2026 at 78 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Measured Wealth Private Client Group first reported a position in ADSK in Q3 2018 and has held it in 5 quarters since. The position peaked at $24.8K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Measured Wealth Private Client Group held 78 shares of Autodesk worth $15.2K as of Q2 2026.
  • Measured Wealth Private Client Group left its Autodesk share count unchanged in Q2 2026.
  • Autodesk made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #536 holding.
  • Measured Wealth Private Client Group first reported a position in Autodesk in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Autodesk position peaked at $24.8K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.