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RWA Wealth Partners’s Autodesk ADSK Stock Holding History

RWA 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 		$807K Sell
5,595
-3
-0.1% -$685 0.01% 386
2026
Q1 		$883K Sell
5,598
-25
-0.4% -$6.28K 0.01% 362
2025
Q4 		$1M Buy
5,623
+2,416
+75% +$731K 0.01% 350
2025
Q3 		$1.02M Buy
3,207
+2,457
+328% +$749K 0.01% 348
2025
Q2 		$232K Buy
+750
New +$213K ﹤0.01% 552
2025
Q1 		– Sell
-715
Closed -$211K – 545
2024
Q4 		$211K Buy
+715
New +$211K ﹤0.01% 537
2018
Q3 		– Sell
-171
Closed -$22K – 238
2018
Q2 		$22K Hold
171
– – ﹤0.01% 525
2018
Q1 		$21K Buy
+171
New +$20.4K ﹤0.01% 409

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

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

RWA Wealth Partners reduced its Autodesk (ADSK) stake by 0.05% in Q2 2026, selling an estimated $685 and leaving 5,595 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #386.

RWA Wealth Partners first reported a position in ADSK in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • RWA Wealth Partners held 5,595 shares of Autodesk worth $807K as of Q2 2026.
  • RWA Wealth Partners sold 3 Autodesk shares in Q2 2026, an estimated $685.
  • Autodesk made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #386 holding.
  • RWA Wealth Partners first reported a position in Autodesk in Q1 2018 and has held it in 8 quarters since.
  • RWA Wealth Partners's Autodesk position peaked at $1.02M in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.