Portus Wealth Advisors’s Autodesk ADSK Stock Holding History

Portus 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	-12	Closed	-$2.87K	–	59
2026 Q1	$2.87K	Buy	+12	New	+$3.02K	﹤0.01%	231

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 $3.37T AUM 44.26% 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

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

Portus Wealth Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 12 shares — an estimated $2.87K sold.

Portus Wealth Advisors first reported a position in ADSK in Q1 2026 and held it in 1 quarter. The position peaked at $2.87K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Portus Wealth Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 12 Autodesk shares in Q2 2026, an estimated $2.87K.
Portus Wealth Advisors first reported a position in Autodesk in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Autodesk position peaked at $2.87K in Q1 2026.
1,193 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.