Phoenix Wealth Advisors’s Autodesk ADSK Stock Holding History

Phoenix Wealth 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	-919	Closed	-$220K	–	131
2026 Q1	$220K	Hold	919	–	–	0.09%	118
2025 Q4	$272K	Hold	919	–	–	0.1%	111
2025 Q3	$292K	Hold	919	–	–	0.11%	111
2025 Q2	$284K	Hold	919	–	–	0.12%	106
2025 Q1	$241K	Hold	919	–	–	0.1%	112
2024 Q4	$272K	Hold	919	–	–	0.12%	102
2024 Q3	$253K	Hold	919	–	–	0.12%	111
2024 Q2	$227K	Hold	919	–	–	0.11%	116
2024 Q1	$239K	Hold	919	–	–	0.15%	106
2023 Q4	$215K	Buy	+919	New	+$198K	0.15%	108
2022 Q1	–	Sell	-919	Closed	-$258K	–	95
2021 Q4	$258K	Hold	919	–	–	0.19%	98
2021 Q3	$262K	Hold	919	–	–	0.2%	98
2021 Q2	$272K	Hold	919	–	–	0.2%	100
2021 Q1	$261K	Hold	919	–	–	0.2%	97
2020 Q4	$281K	Buy	+919	New	+$242K	0.21%	80

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 $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Phoenix Wealth Advisors's ADSK Position: Q2 2026 in Review

Phoenix Wealth Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 919 shares — an estimated $220K sold.

Phoenix Wealth Advisors first reported a position in ADSK in Q4 2020 and held it in 15 quarters. The position peaked at $292K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Phoenix Wealth Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Phoenix Wealth Advisors sold 919 Autodesk shares in Q2 2026, an estimated $220K.
Phoenix Wealth Advisors first reported a position in Autodesk in Q4 2020 and held it in 15 quarters.
Phoenix Wealth Advisors's Autodesk position peaked at $292K in Q3 2025.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.