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Paragon Private Wealth Management’s Autodesk ADSK Stock Holding History

Paragon Private 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
-1,254
Closed -$300K – 228
2026
Q1 		$300K Buy
1,254
+257
+26% +$64.6K 0.09% 183
2025
Q4 		$295K Sell
997
-24
-2% -$7.26K 0.09% 184
2025
Q3 		$324K Buy
1,021
+216
+27% +$65.8K 0.11% 175
2025
Q2 		$249K Sell
805
-78
-9% -$22.1K 0.1% 174
2025
Q1 		$231K Sell
883
-65
-7% -$18.5K 0.11% 169
2024
Q4 		$280K Buy
948
+94
+11% +$27.8K 0.13% 144
2024
Q3 		$235K Buy
854
+7
+0.8% +$1.76K 0.12% 152
2024
Q2 		$210K Buy
+847
New +$190K 0.12% 148

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

Paragon Private Wealth Management's ADSK Position: Q2 2026 in Review

Paragon Private Wealth Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,254 shares — an estimated $300K sold.

Paragon Private Wealth Management first reported a position in ADSK in Q2 2024 and held it in 8 quarters. The position peaked at $324K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Paragon Private Wealth Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Paragon Private Wealth Management sold 1,254 Autodesk shares in Q2 2026, an estimated $300K.
  • Paragon Private Wealth Management first reported a position in Autodesk in Q2 2024 and held it in 8 quarters.
  • Paragon Private Wealth Management's Autodesk position peaked at $324K in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.