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Root Financial Partners’s Autodesk ADSK Stock Holding History

Root Financial 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
-324
Closed -$77.6K – 452
2026
Q1 		$77.6K Sell
324
-23
-7% -$5.78K ﹤0.01% 676
2025
Q4 		$103K Buy
347
+27
+8% +$8.17K 0.01% 461
2025
Q3 		$102K Buy
+320
New +$97.5K 0.01% 443

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

Root Financial Partners's ADSK Position: Q2 2026 in Review

Root Financial Partners sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 324 shares — an estimated $77.6K sold.

Root Financial Partners first reported a position in ADSK in Q3 2025 and held it in 3 quarters. The position peaked at $103K in Q4 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Root Financial Partners reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 324 Autodesk shares in Q2 2026, an estimated $77.6K.
  • Root Financial Partners first reported a position in Autodesk in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Autodesk position peaked at $103K in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.