Schrum Private Wealth Management’s Autodesk ADSK Stock Holding History

Schrum Private Wealth Management’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	-1,300	Closed	-$311K	–	111
2026 Q1	$311K	Hold	1,300	–	–	0.24%	100
2025 Q4	$385K	Hold	1,300	–	–	0.28%	84
2025 Q3	$413K	Hold	1,300	–	–	0.3%	82
2025 Q2	$402K	Hold	1,300	–	–	0.32%	78
2025 Q1	$340K	Hold	1,300	–	–	0.3%	87
2024 Q4	$384K	Buy	+1,300	New	+$384K	0.33%	77
2024 Q3	–	Sell	-1,300	Closed	-$322K	–	168
2024 Q2	$322K	Hold	1,300	–	–	0.29%	85
2024 Q1	$339K	Buy	+1,300	New	+$329K	0.31%	79
2023 Q4	–	Sell	-1,300	Closed	-$269K	–	97
2023 Q3	$269K	Hold	1,300	–	–	0.31%	85
2023 Q2	$266K	Hold	1,300	–	–	0.29%	90
2023 Q1	$271K	Hold	1,300	–	–	0.31%	86
2022 Q4	$243K	Hold	1,300	–	–	0.29%	94
2022 Q3	$242K	Hold	1,300	–	–	0.31%	96
2022 Q2	$224K	Hold	1,300	–	–	0.25%	102
2022 Q1	$279K	Hold	1,300	–	–	0.28%	94
2021 Q4	$366K	Buy	+1,300	New	+$379K	0.33%	81

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 $3.37T AUM 44.26% 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

Schrum Private Wealth Management's ADSK Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,300 shares — an estimated $311K sold.

Schrum Private Wealth Management first reported a position in ADSK in Q4 2021 and held it in 16 quarters. The position peaked at $413K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Schrum Private Wealth Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 1,300 Autodesk shares in Q2 2026, an estimated $311K.
Schrum Private Wealth Management first reported a position in Autodesk in Q4 2021 and held it in 16 quarters.
Schrum Private Wealth Management's Autodesk position peaked at $413K in Q3 2025.
1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.