QWP
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Quotient Wealth Partners’s Autodesk ADSK Stock Holding History

Quotient Wealth Partners’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
-1,018
Closed -$244K – 410
2026
Q1 		$244K Sell
1,018
-54
-5% -$13.6K 0.01% 331
2025
Q4 		$317K Sell
1,072
-642
-37% -$194K 0.01% 268
2025
Q3 		$544K Buy
1,714
+672
+64% +$205K 0.01% 181
2025
Q2 		$323K Buy
1,042
+229
+28% +$65K 0.01% 257
2025
Q1 		$213K Buy
813
+8
+1% +$2.27K 0.01% 317
2024
Q4 		$238K Buy
805
+46
+6% +$13.6K 0.01% 289
2024
Q3 		$209K Buy
+759
New +$191K 0.01% 303

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

Quotient Wealth Partners's ADSK Position: Q2 2026 in Review

Quotient Wealth Partners sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,018 shares — an estimated $244K sold.

Quotient Wealth Partners first reported a position in ADSK in Q3 2024 and held it in 7 quarters. The position peaked at $544K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Quotient Wealth Partners reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,018 Autodesk shares in Q2 2026, an estimated $244K.
  • Quotient Wealth Partners first reported a position in Autodesk in Q3 2024 and held it in 7 quarters.
  • Quotient Wealth Partners's Autodesk position peaked at $544K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.