MWM
ADSK icon

Modern Wealth Management’s Autodesk ADSK Stock Holding History

Modern 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 		$305K Sell
1,570
-1,066
-40% -$243K ﹤0.01% 883
2026
Q1 		$627K Buy
2,636
+418
+19% +$105K 0.01% 526
2025
Q4 		$657K Buy
2,218
+1,066
+93% +$323K 0.01% 485
2025
Q3 		$366K Sell
1,152
-197
-15% -$60K 0.01% 585
2025
Q2 		$418K Buy
1,349
+533
+65% +$151K 0.01% 523
2025
Q1 		$214K Sell
816
-142
-15% -$40.4K 0.01% 628
2024
Q4 		$283K Buy
958
+87
+10% +$25.7K 0.01% 468
2024
Q3 		$240K Buy
+871
New +$219K 0.01% 383
2024
Q2 		– Sell
-10,521
Closed -$2.74M – 405
2024
Q1 		$2.74M Buy
+10,521
New +$2.66M 0.25% 54

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 $3.37T AUM 44.26% 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

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

Modern Wealth Management reduced its Autodesk (ADSK) stake by 40% in Q2 2026, selling an estimated $243K and leaving 1,570 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Modern Wealth Management first reported a position in ADSK in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.74M in Q1 2024. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Modern Wealth Management held 1,570 shares of Autodesk worth $305K as of Q2 2026.
  • Modern Wealth Management sold 1,066 Autodesk shares in Q2 2026, an estimated $243K.
  • Autodesk made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #883 holding.
  • Modern Wealth Management first reported a position in Autodesk in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Autodesk position peaked at $2.74M in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.