Ritholtz Wealth Management’s Autodesk ADSK Stock Holding History

Ritholtz 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	–	Sell	-1,081	Closed	-$259K	–	1315
2026 Q1	$259K	Sell	1,081 -234	-18%	-$58.8K	﹤0.01%	1037
2025 Q4	$389K	Buy	1,315 +161	+14%	+$48.7K	0.01%	806
2025 Q3	$367K	Buy	1,154 +29	+3%	+$8.84K	0.01%	773
2025 Q2	$348K	Buy	+1,125	New	+$319K	0.01%	750
2022 Q4	–	Sell	-1,142	Closed	-$213K	–	577
2022 Q3	$213K	Buy	+1,142	New	+$231K	0.01%	640
2021 Q4	–	Sell	-815	Closed	-$232K	–	557
2021 Q3	$232K	Sell	815 -352	-30%	-$108K	0.02%	430
2021 Q2	$341K	Buy	1,167 +95	+9%	+$27.1K	0.02%	341
2021 Q1	$297K	Sell	1,072 -152	-12%	-$43.8K	0.02%	306
2020 Q4	$374K	Buy	1,224 +339	+38%	+$89.3K	0.04%	214
2020 Q3	$204K	Buy	+885	New	+$210K	0.02%	268

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 $3.38T AUM 44.17% 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

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

Ritholtz Wealth Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,081 shares — an estimated $259K sold.

Ritholtz Wealth Management first reported a position in ADSK in Q3 2020 and held it in 10 quarters. The position peaked at $389K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Ritholtz Wealth Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 1,081 Autodesk shares in Q2 2026, an estimated $259K.
Ritholtz Wealth Management first reported a position in Autodesk in Q3 2020 and held it in 10 quarters.
Ritholtz Wealth Management's Autodesk position peaked at $389K in Q4 2025.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.