Saranac Partners’s Autodesk ADSK Stock Holding History

Saranac 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	-6,112	Closed	-$540K	–	118
2026 Q1	$540K	Buy	+6,112	New	+$1.54M	0.23%	58
2025 Q4	–	Sell	-417	Closed	-$132K	–	80
2025 Q3	$132K	Buy	+417	New	+$127K	0.02%	229
2024 Q2	–	Sell	-793	Closed	-$207K	–	77
2024 Q1	$207K	Sell	793 -207	-21%	-$52.4K	0.13%	79
2023 Q4	$243K	Hold	1,000	–	–	0.16%	77
2023 Q3	$207K	Sell	1,000 -5	-0.5%	-$1.05K	0.12%	78
2023 Q2	$206K	Hold	1,005	–	–	0.11%	81
2023 Q1	$209K	Buy	+1,005	New	+$207K	0.12%	80

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

Saranac Partners's ADSK Position: Q2 2026 in Review

Saranac Partners sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 6,112 shares — an estimated $540K sold.

Saranac Partners first reported a position in ADSK in Q1 2023 and held it in 7 quarters. The position peaked at $540K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Saranac Partners reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Saranac Partners sold 6,112 Autodesk shares in Q2 2026, an estimated $540K.
Saranac Partners first reported a position in Autodesk in Q1 2023 and held it in 7 quarters.
Saranac Partners's Autodesk position peaked at $540K in Q1 2026.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.