Perennial Investment Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$262K Buy
1,349
+65
+5% +$14.8K 0.02% 475
2026
Q1
$307K Buy
1,284
+16
+1% +$4.02K 0.02% 386
2025
Q4
$375K Buy
1,268
+39
+3% +$11.8K 0.03% 326
2025
Q3
$390K Sell
1,229
-132
-10% -$40.2K 0.03% 308
2025
Q2
$421K Buy
1,361
+53
+4% +$15K 0.04% 279
2025
Q1
$342K Buy
+1,308
New +$372K 0.04% 294

Other funds holding ADSK

Perennial Investment Advisors's ADSK Position: Q2 2026 in Review

Perennial Investment Advisors increased its Autodesk (ADSK) stake by 5.1% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,349 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #475.

Perennial Investment Advisors first reported a position in ADSK in Q1 2025 and has held it in 6 quarters since. The position peaked at $421K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Perennial Investment Advisors held 1,349 shares of Autodesk worth $262K as of Q2 2026.
  • Perennial Investment Advisors bought 65 Autodesk shares in Q2 2026, an estimated $14.8K.
  • Autodesk made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #475 holding.
  • Perennial Investment Advisors first reported a position in Autodesk in Q1 2025 and has held it in 6 quarters since.
  • Perennial Investment Advisors's Autodesk position peaked at $421K in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.