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Oregon Pacific Wealth Management’s Autodesk ADSK Stock Holding History

Oregon Pacific 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 		– Sell
-936
Closed -$224K – 116
2026
Q1 		$224K Buy
936
+4
+0.4% +$1K 0.23% 95
2025
Q4 		$276K Sell
932
-38
-4% -$11.5K 0.29% 87
2025
Q3 		$308K Buy
970
+27
+3% +$8.23K 0.27% 94
2025
Q2 		$292K Sell
943
-56
-6% -$15.9K 0.28% 96
2025
Q1 		$262K Buy
999
+38
+4% +$10.8K 0.26% 100
2024
Q4 		$284K Buy
+961
New +$284K 0.28% 96

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

Oregon Pacific Wealth Management's ADSK Position: Q2 2026 in Review

Oregon Pacific Wealth Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 936 shares — an estimated $224K sold.

Oregon Pacific Wealth Management first reported a position in ADSK in Q4 2024 and held it in 6 quarters. The position peaked at $308K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Oregon Pacific Wealth Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 936 Autodesk shares in Q2 2026, an estimated $224K.
  • Oregon Pacific Wealth Management first reported a position in Autodesk in Q4 2024 and held it in 6 quarters.
  • Oregon Pacific Wealth Management's Autodesk position peaked at $308K in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.