PWMAG
ADSK icon

Pinnacle Wealth Management Advisory Group’s Autodesk ADSK Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-861
Closed -$206K – 568
2026
Q1 		$206K Sell
861
-50
-5% -$12.6K 0.01% 512
2025
Q4 		$270K Buy
911
+10
+1% +$3.03K 0.02% 435
2025
Q3 		$286K Buy
901
+3
+0.3% +$914 0.02% 324
2025
Q2 		$278K Buy
+898
New +$255K 0.02% 311
2024
Q2 		– Sell
-984
Closed -$256K – 353
2024
Q1 		$256K Buy
984
+32
+3% +$8.1K 0.03% 292
2023
Q4 		$232K Buy
+952
New +$206K 0.03% 295
2023
Q2 		– Sell
-970
Closed -$202K – 333
2023
Q1 		$202K Buy
+970
New +$200K 0.03% 302

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's ADSK Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 861 shares — an estimated $206K sold.

Pinnacle Wealth Management Advisory Group first reported a position in ADSK in Q1 2023 and held it in 7 quarters. The position peaked at $286K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 861 Autodesk shares in Q2 2026, an estimated $206K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Autodesk in Q1 2023 and held it in 7 quarters.
  • Pinnacle Wealth Management Advisory Group's Autodesk position peaked at $286K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.