RWM
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Rialto Wealth Management’s Autodesk ADSK Stock Holding History

Rialto Wealth Management’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 		$3.31K Sell
17
-6
-26% -$1.37K ﹤0.01% 921
2026
Q1 		$5.51K Buy
23
+7
+44% +$1.76K ﹤0.01% 565
2025
Q4 		$4.74K Buy
16
+1
+7% +$303 ﹤0.01% 526
2025
Q3 		$4.77K Buy
15
+3
+25% +$914 ﹤0.01% 493
2025
Q2 		$3.71K Buy
12
+6
+100% +$1.7K ﹤0.01% 495
2025
Q1 		$1.57K Buy
+6
New +$1.71K ﹤0.01% 582

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

Rialto Wealth Management's ADSK Position: Q2 2026 in Review

Rialto Wealth Management reduced its Autodesk (ADSK) stake by 26% in Q2 2026, selling an estimated $1.37K and leaving 17 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Rialto Wealth Management first reported a position in ADSK in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.51K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Rialto Wealth Management held 17 shares of Autodesk worth $3.31K as of Q2 2026.
  • Rialto Wealth Management sold 6 Autodesk shares in Q2 2026, an estimated $1.37K.
  • Autodesk made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #921 holding.
  • Rialto Wealth Management first reported a position in Autodesk in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Autodesk position peaked at $5.51K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.