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Sage Private Wealth Group’s Autodesk ADSK Stock Holding History

Sage Private Wealth Group’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
-1,021
Closed -$244K – 101
2026
Q1 		$244K Buy
1,021
+156
+18% +$39.2K 0.12% 86
2025
Q4 		$256K Buy
865
+29
+3% +$8.77K 0.14% 82
2025
Q3 		$266K Buy
836
+14
+2% +$4.27K 0.15% 81
2025
Q2 		$254K Buy
822
+42
+5% +$11.9K 0.16% 76
2025
Q1 		$204K Buy
780
+44
+6% +$12.5K 0.15% 84
2024
Q4 		$218K Sell
736
-12
-2% -$3.54K 0.16% 78
2024
Q3 		$206K Sell
748
-79
-10% -$19.9K 0.16% 89
2024
Q2 		$205K Buy
+827
New +$186K 0.17% 82
2022
Q4 		– Sell
-332
Closed -$62K – 51
2022
Q3 		$62K Hold
332
– – 0.08% 78
2022
Q2 		$57K Buy
332
+36
+12% +$6.92K 0.08% 79
2022
Q1 		$63K Buy
296
+49
+20% +$11.3K 0.06% 81
2021
Q4 		$69K Buy
247
+25
+11% +$7.29K 0.09% 76
2021
Q3 		$63K Hold
222
– – 0.09% 76
2021
Q2 		$65K Hold
222
– – 0.09% 74
2021
Q1 		$62K Buy
222
+2
+0.9% +$577 0.11% 76
2020
Q4 		$67K Buy
+220
New +$58K 0.19% 65

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

Sage Private Wealth Group's ADSK Position: Q2 2026 in Review

Sage Private Wealth Group sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,021 shares — an estimated $244K sold.

Sage Private Wealth Group first reported a position in ADSK in Q4 2020 and held it in 16 quarters. The position peaked at $266K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Sage Private Wealth Group reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Sage Private Wealth Group sold 1,021 Autodesk shares in Q2 2026, an estimated $244K.
  • Sage Private Wealth Group first reported a position in Autodesk in Q4 2020 and held it in 16 quarters.
  • Sage Private Wealth Group's Autodesk position peaked at $266K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.