SAI
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Savvy Advisors Inc’s Autodesk ADSK Stock Holding History

Savvy Advisors Inc’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 		$231K Sell
1,186
-540
-31% -$123K ﹤0.01% 1115
2026
Q1 		$413K Buy
1,726
+331
+24% +$83.2K 0.01% 737
2025
Q4 		$413K Buy
1,395
+598
+75% +$181K 0.01% 636
2025
Q3 		$253K Sell
797
-202
-20% -$61.6K 0.01% 685
2025
Q2 		$309K Buy
+999
New +$283K 0.02% 481
2025
Q1 		– Sell
-680
Closed -$201K – 519
2024
Q4 		$201K Buy
+680
New +$201K 0.02% 433

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

Savvy Advisors Inc's ADSK Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Autodesk (ADSK) stake by 31% in Q2 2026, selling an estimated $123K and leaving 1,186 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Savvy Advisors Inc first reported a position in ADSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $413K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Savvy Advisors Inc held 1,186 shares of Autodesk worth $231K as of Q2 2026.
  • Savvy Advisors Inc sold 540 Autodesk shares in Q2 2026, an estimated $123K.
  • Autodesk made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1115 holding.
  • Savvy Advisors Inc first reported a position in Autodesk in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Autodesk position peaked at $413K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.