Physician Wealth Advisors’s Autodesk ADSK Stock Holding History

Physician 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	$99.5K	Sell	512 -375	-42%	-$85.6K	0.01%	315
2026 Q1	$212K	Buy	887 +34	+4%	+$8.55K	0.03%	185
2025 Q4	$252K	Buy	853 +20	+2%	+$6.05K	0.04%	162
2025 Q3	$265K	Buy	833 +19	+2%	+$5.79K	0.04%	154
2025 Q2	$252K	Buy	814 +13	+2%	+$3.69K	0.04%	153
2025 Q1	$210K	Buy	801 +31	+4%	+$8.82K	0.04%	174
2024 Q4	$228K	Sell	770 -80	-9%	-$23.6K	0.04%	163
2024 Q3	$244K	Hold	850	–	–	0.04%	160
2024 Q2	$216K	Buy	+850	New	+$191K	0.04%	169
2024 Q1	–	Sell	-847	Closed	-$212K	–	177
2023 Q4	$212K	Buy	+847	New	+$183K	0.05%	156

Other funds holding ADSK

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Physician Wealth Advisors reduced its Autodesk (ADSK) stake by 42% in Q2 2026, selling an estimated $85.6K and leaving 512 shares worth $99.5K. The position accounts for 0.01% of the portfolio, ranked #315.

Physician Wealth Advisors first reported a position in ADSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $265K in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Physician Wealth Advisors held 512 shares of Autodesk worth $99.5K as of Q2 2026.
Physician Wealth Advisors sold 375 Autodesk shares in Q2 2026, an estimated $85.6K.
Autodesk made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #315 holding.
Physician Wealth Advisors first reported a position in Autodesk in Q4 2023 and has held it in 10 quarters since.
Physician Wealth Advisors's Autodesk position peaked at $265K in Q3 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.