Portside Wealth Group’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
$1.52M Buy
7,805
+847
+12% +$193K 0.18% 135
2026
Q1
$1.67M Buy
6,958
+98
+1% +$24.6K 0.23% 111
2025
Q4
$2.03M Buy
6,860
+699
+11% +$211K 0.27% 81
2025
Q3
$1.96M Buy
6,161
+633
+11% +$193K 0.27% 86
2025
Q2
$1.71M Buy
5,528
+471
+9% +$134K 0.25% 88
2025
Q1
$1.32M Buy
5,057
+559
+12% +$159K 0.22% 108
2024
Q4
$1.33M Buy
4,498
+438
+11% +$129K 0.22% 102
2024
Q3
$1.12M Sell
4,060
-260
-6% -$65.4K 0.19% 125
2024
Q2
$1.07M Sell
4,320
-16,246
-79% -$3.65M 0.2% 116
2024
Q1
$5.36M Sell
20,566
-1,112
-5% -$281K 0.99% 21
2023
Q4
$5.28M Sell
21,678
-1,617
-7% -$349K 0.98% 21
2023
Q3
$4.82M Buy
23,295
+270
+1% +$56.7K 0.91% 28
2023
Q2
$4.71M Buy
+23,025
New +$4.6M 0.87% 28

Other funds holding ADSK

Portside Wealth Group's ADSK Position: Q2 2026 in Review

Portside Wealth Group increased its Autodesk (ADSK) stake by 12% in Q2 2026, buying an estimated $193K and bringing the position to 7,805 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #135.

Portside Wealth Group first reported a position in ADSK in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.36M in Q1 2024. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Portside Wealth Group held 7,805 shares of Autodesk worth $1.52M as of Q2 2026.
  • Portside Wealth Group bought 847 Autodesk shares in Q2 2026, an estimated $193K.
  • Autodesk made up 0.18% of Portside Wealth Group's portfolio in Q2 2026, its #135 holding.
  • Portside Wealth Group first reported a position in Autodesk in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Autodesk position peaked at $5.36M in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.