Mitchell & Pahl Private Wealth’s Autodesk ADSK Stock Holding History

Mitchell & Pahl Private Wealth’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	$254K	Hold	1,309	–	–	0.09%	145
2026 Q1	$313K	Sell	1,309 -955	-42%	-$240K	0.13%	137
2025 Q4	$670K	Sell	2,264 -102	-4%	-$30.9K	0.28%	115
2025 Q3	$752K	Hold	2,366	–	–	0.32%	110
2025 Q2	$732K	Hold	2,366	–	–	0.32%	110
2025 Q1	$619K	Sell	2,366 -8	-0.3%	-$2.27K	0.29%	113
2024 Q4	$702K	Sell	2,374 -33	-1%	-$9.75K	0.33%	104
2024 Q3	$663K	Sell	2,407 -27	-1%	-$6.8K	0.31%	114
2024 Q2	$602K	Hold	2,434	–	–	0.32%	108
2024 Q1	$634K	Sell	2,434 -7	-0.3%	-$1.77K	0.33%	111
2023 Q4	$594K	Sell	2,441 -13	-0.5%	-$2.81K	0.34%	111
2023 Q3	$508K	Sell	2,454 -15	-0.6%	-$3.15K	0.3%	112
2023 Q2	$505K	Sell	2,469 -1	-0%	-$200	0.3%	114
2023 Q1	$514K	Sell	2,470 -37	-1%	-$7.62K	0.32%	105
2022 Q4	$468K	Sell	2,507 -83	-3%	-$16.7K	0.31%	112
2022 Q3	$484K	Sell	2,590 -54	-2%	-$10.9K	0.36%	99
2022 Q2	$455K	Sell	2,644 -158	-6%	-$30.4K	0.32%	103
2022 Q1	$601K	Sell	2,802 -25	-0.9%	-$5.76K	0.38%	88
2021 Q4	$795K	Sell	2,827 -389	-12%	-$113K	0.51%	67
2021 Q3	$917K	Sell	3,216 -20	-0.6%	-$6.12K	0.66%	52
2021 Q2	$945K	Sell	3,236 -7	-0.2%	-$2K	0.68%	51
2021 Q1	$899K	Sell	3,243 -21	-0.6%	-$6.06K	0.7%	51
2020 Q4	$997K	Buy	+3,264	New	+$860K	0.84%	42

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Mitchell & Pahl Private Wealth's ADSK Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its Autodesk (ADSK) position steady in Q2 2026 at 1,309 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #145.

Mitchell & Pahl Private Wealth first reported a position in ADSK in Q4 2020 and has held it in 23 quarters since. The position peaked at $997K in Q4 2020. 203 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Mitchell & Pahl Private Wealth held 1,309 shares of Autodesk worth $254K as of Q2 2026.
Mitchell & Pahl Private Wealth left its Autodesk share count unchanged in Q2 2026.
Autodesk made up 0.09% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #145 holding.
Mitchell & Pahl Private Wealth first reported a position in Autodesk in Q4 2020 and has held it in 23 quarters since.
Mitchell & Pahl Private Wealth's Autodesk position peaked at $997K in Q4 2020.
203 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.