Mission Wealth Management’s Autodesk ADSK Stock Holding History

Mission 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	$1.08M	Sell	5,569 -72	-1%	-$16.4K	0.01%	454
2026 Q1	$1.35M	Sell	5,641 -595	-10%	-$150K	0.03%	273
2025 Q4	$1.85M	Sell	6,236 -200	-3%	-$60.5K	0.04%	223
2025 Q3	$2.04M	Sell	6,436 -76	-1%	-$23.2K	0.04%	215
2025 Q2	$2.02M	Buy	6,512 +50	+0.8%	+$14.2K	0.04%	208
2025 Q1	$1.69M	Buy	6,462 +152	+2%	+$43.2K	0.04%	212
2024 Q4	$1.87M	Sell	6,310 -273	-4%	-$80.7K	0.04%	188
2024 Q3	$1.81M	Sell	6,583 -81	-1%	-$20.4K	0.04%	190
2024 Q2	$1.65M	Sell	6,664 -124	-2%	-$27.9K	0.04%	191
2024 Q1	$1.77M	Sell	6,788 -113	-2%	-$28.6K	0.05%	199
2023 Q4	$1.68M	Buy	6,901 +323	+5%	+$69.7K	0.05%	167
2023 Q3	$1.36M	Buy	6,578 +15	+0.2%	+$3.15K	0.05%	185
2023 Q2	$1.34M	Sell	6,563 -7	-0.1%	-$1.4K	0.05%	182
2023 Q1	$1.37M	Buy	6,570 +53	+0.8%	+$10.9K	0.06%	180
2022 Q4	$1.22M	Buy	6,517 +110	+2%	+$22.1K	0.06%	178
2022 Q3	$1.2M	Buy	6,407 +109	+2%	+$22K	0.06%	163
2022 Q2	$1.08M	Buy	6,298 +1,170	+23%	+$225K	0.06%	182
2022 Q1	$1.1M	Buy	5,128 +659	+15%	+$152K	0.05%	187
2021 Q4	$1.26M	Sell	4,469 -56	-1%	-$16.3K	0.06%	169
2021 Q3	$1.29M	Sell	4,525 -20	-0.4%	-$6.12K	0.07%	147
2021 Q2	$1.33M	Buy	4,545 +17	+0.4%	+$4.85K	0.07%	137
2021 Q1	$1.25M	Buy	4,528 +194	+4%	+$55.9K	0.07%	129
2020 Q4	$1.32M	Buy	4,334 +797	+23%	+$210K	0.08%	115
2020 Q3	$817K	Buy	3,537 +33	+0.9%	+$7.84K	0.06%	147
2020 Q2	$838K	Buy	3,504 +100	+3%	+$19.7K	0.07%	126
2020 Q1	$531K	Sell	3,404 -56	-2%	-$10.3K	0.06%	155
2019 Q4	$635K	Buy	3,460 +98	+3%	+$15.9K	0.06%	153
2019 Q3	$497K	Buy	3,362 +96	+3%	+$14.9K	0.05%	170
2019 Q2	$532K	Buy	3,266 +20	+0.6%	+$3.36K	0.06%	161
2019 Q1	$506K	Buy	3,246 +141	+5%	+$21.1K	0.06%	167
2018 Q4	$399K	Buy	3,105 +588	+23%	+$79.4K	0.05%	172
2018 Q3	$393K	Buy	2,517 +333	+15%	+$47K	0.05%	177
2018 Q2	$286K	Buy	+2,184	New	+$289K	0.04%	205

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

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

Mission Wealth Management reduced its Autodesk (ADSK) stake by 1.3% in Q2 2026, selling an estimated $16.4K and leaving 5,569 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #454.

Mission Wealth Management first reported a position in ADSK in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.04M in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Mission Wealth Management held 5,569 shares of Autodesk worth $1.08M as of Q2 2026.
Mission Wealth Management sold 72 Autodesk shares in Q2 2026, an estimated $16.4K.
Autodesk made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #454 holding.
Mission Wealth Management first reported a position in Autodesk in Q2 2018 and has held it in 33 quarters since.
Mission Wealth Management's Autodesk position peaked at $2.04M in Q3 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.