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Nvest Wealth Strategies’s Autodesk ADSK Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-5
Closed -$1.2K – 355
2026
Q1 		$1.2K Buy
+5
New +$1.26K ﹤0.01% 207

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Nvest Wealth Strategies's ADSK Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 5 shares — an estimated $1.2K sold.

Nvest Wealth Strategies first reported a position in ADSK in Q1 2026 and held it in 1 quarter. The position peaked at $1.2K in Q1 2026. 666 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 5 Autodesk shares in Q2 2026, an estimated $1.2K.
  • Nvest Wealth Strategies first reported a position in Autodesk in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Autodesk position peaked at $1.2K in Q1 2026.
  • 666 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.