Moran Wealth Management’s Autodesk ADSK Stock Holding History

Moran 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	$9.2M	Buy	47,309 +9,330	+25%	+$2.13M	0.25%	132
2026 Q1	$9.09M	Sell	37,979 -501	-1%	-$126K	0.28%	122
2025 Q4	$11.4M	Buy	38,480 +907	+2%	+$274K	0.35%	90
2025 Q3	$11.9M	Sell	37,573 -539	-1%	-$164K	0.36%	89
2025 Q2	$11.8M	Sell	38,112 -354	-0.9%	-$100K	0.36%	84
2025 Q1	$10.1M	Buy	38,466 +35,859	+1,375%	+$10.2M	0.34%	95
2024 Q4	$771K	Sell	2,607 -12	-0.5%	-$3.54K	0.02%	318
2024 Q3	$721K	Sell	2,619 -14	-0.5%	-$3.52K	0.02%	332
2024 Q2	$652K	Buy	2,633 +1,119	+74%	+$251K	0.02%	317
2024 Q1	$394K	Buy	1,514 +540	+55%	+$137K	0.01%	347
2023 Q4	$237K	Buy	+974	New	+$210K	0.01%	383

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Moran Wealth Management increased its Autodesk (ADSK) stake by 25% in Q2 2026, buying an estimated $2.13M and bringing the position to 47,309 shares worth $9.2M. The position accounts for 0.25% of the portfolio, ranked #132.

Moran Wealth Management first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q3 2025. 1,193 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Moran Wealth Management held 47,309 shares of Autodesk worth $9.2M as of Q2 2026.
Moran Wealth Management bought 9,330 Autodesk shares in Q2 2026, an estimated $2.13M.
Autodesk made up 0.25% of Moran Wealth Management's portfolio in Q2 2026, its #132 holding.
Moran Wealth Management first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
Moran Wealth Management's Autodesk position peaked at $11.9M in Q3 2025.
1,193 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.