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Principia Wealth Advisory’s Autodesk ADSK Stock Holding History

Principia Wealth Advisory’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 		$3.11K Sell
16
-7
-30% -$1.6K ﹤0.01% 471
2026
Q1 		$5.51K Buy
23
+8
+53% +$2.01K ﹤0.01% 284
2025
Q4 		$4.44K Sell
15
-2
-12% -$605 ﹤0.01% 295
2025
Q3 		$5.4K Buy
17
+4
+31% +$1.22K ﹤0.01% 264
2025
Q2 		$4.02K Buy
13
+2
+18% +$567 ﹤0.01% 264
2025
Q1 		$2.9K Buy
11
+5
+83% +$1.42K ﹤0.01% 244
2024
Q4 		$1.77K Buy
+6
New +$1.77K ﹤0.01% 263

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's ADSK Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Autodesk (ADSK) stake by 30% in Q2 2026, selling an estimated $1.6K and leaving 16 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Principia Wealth Advisory first reported a position in ADSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.51K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Principia Wealth Advisory held 16 shares of Autodesk worth $3.11K as of Q2 2026.
  • Principia Wealth Advisory sold 7 Autodesk shares in Q2 2026, an estimated $1.6K.
  • Autodesk made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #471 holding.
  • Principia Wealth Advisory first reported a position in Autodesk in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Autodesk position peaked at $5.51K in Q1 2026.
  • 1,193 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.