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Opal Wealth Advisors’s Autodesk ADSK Stock Holding History

Opal Wealth Advisors’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
-186
Closed -$44.5K – 236
2026
Q1 		$44.5K Buy
+186
New +$46.8K 0.01% 429
2025
Q3 		– Sell
-202
Closed -$62.5K – 204
2025
Q2 		$62.5K Sell
202
-163
-45% -$46.2K 0.02% 344
2025
Q1 		$95.6K Buy
+365
New +$104K 0.03% 279
2024
Q3 		– Sell
-430
Closed -$106K – 203
2024
Q2 		$106K Buy
+430
New +$96.6K 0.03% 260
2023
Q2 		– Sell
-1,168
Closed -$243K – 146
2023
Q1 		$243K Buy
1,168
+31
+3% +$6.38K 0.14% 92
2022
Q4 		$212K Buy
1,137
+60
+6% +$12K 0.12% 113
2022
Q3 		$201K Buy
+1,077
New +$218K 0.15% 99
2022
Q2 		– Sell
-1,039
Closed -$223K – 111
2022
Q1 		$223K Buy
1,039
+175
+20% +$40.3K 0.19% 89
2021
Q4 		$243K Buy
+864
New +$252K 0.15% 99

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

Opal Wealth Advisors's ADSK Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 186 shares — an estimated $44.5K sold.

Opal Wealth Advisors first reported a position in ADSK in Q4 2021 and held it in 9 quarters. The position peaked at $243K in Q1 2023. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 186 Autodesk shares in Q2 2026, an estimated $44.5K.
  • Opal Wealth Advisors first reported a position in Autodesk in Q4 2021 and held it in 9 quarters.
  • Opal Wealth Advisors's Autodesk position peaked at $243K in Q1 2023.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

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