Meritas Wealth Management’s Autodesk ADSK Stock Holding History

Meritas Wealth Management’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	$411K	Hold	2,115	–	–	0.16%	43
2026 Q1	$506K	Hold	2,115	–	–	0.23%	32
2025 Q4	$626K	Hold	2,115	–	–	0.3%	32
2025 Q3	$672K	Buy	2,115 +815	+63%	+$248K	0.33%	31
2025 Q2	$402K	Hold	1,300	–	–	0.22%	38
2025 Q1	$340K	Hold	1,300	–	–	0.2%	40
2024 Q4	$384K	Hold	1,300	–	–	0.23%	36
2024 Q3	$358K	Hold	1,300	–	–	0.22%	36
2024 Q2	$322K	Hold	1,300	–	–	0.23%	35
2024 Q1	$339K	Hold	1,300	–	–	0.24%	33
2023 Q4	$317K	Hold	1,300	–	–	0.24%	35
2023 Q3	$269K	Hold	1,300	–	–	0.21%	35
2023 Q2	$266K	Hold	1,300	–	–	0.2%	36
2023 Q1	$271K	Hold	1,300	–	–	0.21%	34
2022 Q4	$243K	Buy	+1,300	New	+$261K	0.2%	40

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Meritas Wealth Management's ADSK Position: Q2 2026 in Review

Meritas Wealth Management held its Autodesk (ADSK) position steady in Q2 2026 at 2,115 shares worth $411K. The position accounts for 0.16% of the portfolio, ranked #43.

Meritas Wealth Management first reported a position in ADSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $672K in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Meritas Wealth Management held 2,115 shares of Autodesk worth $411K as of Q2 2026.
Meritas Wealth Management left its Autodesk share count unchanged in Q2 2026.
Autodesk made up 0.16% of Meritas Wealth Management's portfolio in Q2 2026, its #43 holding.
Meritas Wealth Management first reported a position in Autodesk in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's Autodesk position peaked at $672K in Q3 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.