Pension & Wealth Management Advisors’s Autodesk ADSK Stock Holding History

Pension & Wealth Management 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	$225K	Buy	+1,158	New	+$264K	0.06%	168

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Pension & Wealth Management Advisors's ADSK Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Autodesk (ADSK) in Q2 2026: 1,158 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #168 among its holdings.

1,130 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Pension & Wealth Management Advisors held 1,158 shares of Autodesk worth $225K as of Q2 2026.
Autodesk was a new Pension & Wealth Management Advisors position in Q2 2026.
Autodesk made up 0.06% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #168 holding.
1,130 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.