SWM
ADSK icon

Sendero Wealth Management’s Autodesk ADSK Stock Holding History

Sendero 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 		$2.02M Sell
10,391
-2,068
-17% -$472K 0.2% 79
2026
Q1 		$2.98M Buy
12,459
+4,029
+48% +$1.01M 0.33% 58
2025
Q4 		$2.5M Sell
8,430
-76
-0.9% -$23K 0.28% 61
2025
Q3 		$2.7M Sell
8,506
-3,327
-28% -$1.01M 0.32% 59
2025
Q2 		$3.66M Sell
11,833
-610
-5% -$173K 0.46% 45
2025
Q1 		$3.26M Sell
12,443
-12
-0.1% -$3.41K 0.45% 45
2024
Q4 		$3.68M Buy
12,455
+429
+4% +$127K 0.55% 41
2024
Q3 		$3.31M Buy
12,026
+321
+3% +$80.8K 0.52% 39
2024
Q2 		$2.9M Sell
11,705
-841
-7% -$189K 0.49% 41
2024
Q1 		$3.27M Sell
12,546
-4,242
-25% -$1.07M 0.56% 36
2023
Q4 		$4.09M Buy
16,788
+223
+1% +$48.2K 0.77% 28
2023
Q3 		$3.43M Sell
16,565
-783
-5% -$165K 0.74% 29
2023
Q2 		$3.55M Buy
17,348
+1,741
+11% +$348K 0.78% 27
2023
Q1 		$3.25M Buy
15,607
+7,692
+97% +$1.58M 1% 17
2022
Q4 		$1.48M Buy
7,915
+6,341
+403% +$1.27M 0.53% 39
2022
Q3 		$294K Buy
+1,574
New +$318K 0.12% 75

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

Sendero Wealth Management's ADSK Position: Q2 2026 in Review

Sendero Wealth Management reduced its Autodesk (ADSK) stake by 17% in Q2 2026, selling an estimated $472K and leaving 10,391 shares worth $2.02M. The position accounts for 0.2% of the portfolio, ranked #79.

Sendero Wealth Management first reported a position in ADSK in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.09M in Q4 2023. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Sendero Wealth Management held 10,391 shares of Autodesk worth $2.02M as of Q2 2026.
  • Sendero Wealth Management sold 2,068 Autodesk shares in Q2 2026, an estimated $472K.
  • Autodesk made up 0.2% of Sendero Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Sendero Wealth Management first reported a position in Autodesk in Q3 2022 and has held it in 16 quarters since.
  • Sendero Wealth Management's Autodesk position peaked at $4.09M in Q4 2023.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.