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Sagespring Wealth Partners’s Autodesk ADSK Stock Holding History

Sagespring 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 		$513K Sell
2,641
-1,885
-42% -$431K 0.01% 516
2026
Q1 		$1.08M Buy
4,526
+27
+0.6% +$6.79K 0.02% 303
2025
Q4 		$1.33M Buy
4,499
+335
+8% +$101K 0.02% 257
2025
Q3 		$1.32M Buy
4,164
+464
+13% +$141K 0.03% 254
2025
Q2 		$1.15M Buy
3,700
+1,396
+61% +$396K 0.02% 261
2025
Q1 		$603K Buy
2,304
+581
+34% +$165K 0.02% 346
2024
Q4 		$509K Buy
+1,723
New +$509K 0.01% 346

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

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

Sagespring Wealth Partners reduced its Autodesk (ADSK) stake by 42% in Q2 2026, selling an estimated $431K and leaving 2,641 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #516.

Sagespring Wealth Partners first reported a position in ADSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Sagespring Wealth Partners held 2,641 shares of Autodesk worth $513K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,885 Autodesk shares in Q2 2026, an estimated $431K.
  • Autodesk made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #516 holding.
  • Sagespring Wealth Partners first reported a position in Autodesk in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Autodesk position peaked at $1.33M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.