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Operose Advisors’s Autodesk ADSK Stock Holding History

Operose 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
-8
Closed -$1.92K – 524
2026
Q1 		$1.92K Buy
+8
New +$2.01K ﹤0.01% 497
2024
Q4 		– Sell
-167
Closed -$46K – 430
2024
Q3 		$46K Hold
167
– – 0.01% 281
2024
Q2 		$41.3K Hold
167
– – 0.01% 257
2024
Q1 		$43.5K Sell
167
-150
-47% -$38K 0.01% 266
2023
Q4 		$77.2K Buy
317
+150
+90% +$32.4K 0.03% 182
2023
Q3 		$34.6K Buy
+167
New +$35.1K 0.01% 371

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

Operose Advisors's ADSK Position: Q2 2026 in Review

Operose Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 8 shares — an estimated $1.92K sold.

Operose Advisors first reported a position in ADSK in Q3 2023 and held it in 6 quarters. The position peaked at $77.2K in Q4 2023. 1,193 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Operose Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 8 Autodesk shares in Q2 2026, an estimated $1.92K.
  • Operose Advisors first reported a position in Autodesk in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's Autodesk position peaked at $77.2K in Q4 2023.
  • 1,193 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.