PWMG
ADSK icon

Private Wealth Management Group’s Autodesk ADSK Stock Holding History

Private Wealth Management 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 		$96.8K Buy
498
+330
+196% +$75.4K 0.02% 168
2026
Q1 		$40.2K Sell
168
-20
-11% -$5.03K 0.01% 223
2025
Q4 		$55.6K Hold
188
– – 0.01% 182
2025
Q3 		$59.7K Hold
188
– – 0.02% 166
2025
Q2 		$58.2K Buy
188
+24
+15% +$6.81K 0.02% 152
2025
Q1 		$42.9K Buy
164
+24
+17% +$6.83K 0.02% 186
2024
Q4 		$41.4K Hold
140
– – 0.02% 189
2024
Q3 		$38.6K Buy
140
+1
+0.7% +$252 0.02% 190
2024
Q2 		$34.4K Buy
139
+11
+9% +$2.47K 0.01% 195
2024
Q1 		$33.3K Hold
128
– – 0.02% 202
2023
Q4 		$31.2K Buy
+128
New +$27.6K 0.02% 211

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

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

Private Wealth Management Group increased its Autodesk (ADSK) stake by 196% in Q2 2026, buying an estimated $75.4K and bringing the position to 498 shares worth $96.8K. The position accounts for 0.02% of the portfolio, ranked #168.

Private Wealth Management Group first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Private Wealth Management Group held 498 shares of Autodesk worth $96.8K as of Q2 2026.
  • Private Wealth Management Group bought 330 Autodesk shares in Q2 2026, an estimated $75.4K.
  • Autodesk made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #168 holding.
  • Private Wealth Management Group first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.