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Sequoia Financial Advisors’s Autodesk ADSK Stock Holding History

Sequoia Financial Advisors’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 		$1.28M Sell
6,591
-4,063
-38% -$928K 0.01% 835
2026
Q1 		$2.55M Buy
10,654
+2,497
+31% +$628K 0.01% 517
2025
Q4 		$2.41M Buy
8,157
+2,131
+35% +$645K 0.01% 516
2025
Q3 		$1.91M Sell
6,026
-266
-4% -$81.1K 0.01% 542
2025
Q2 		$1.95M Buy
6,292
+2,076
+49% +$589K 0.01% 482
2025
Q1 		$1.1M Buy
4,216
+264
+7% +$75.1K 0.01% 587
2024
Q4 		$1.17M Buy
3,952
+488
+14% +$144K 0.01% 536
2024
Q3 		$954K Buy
3,464
+419
+14% +$105K 0.01% 559
2024
Q2 		$753K Buy
3,045
+788
+35% +$177K 0.01% 562
2024
Q1 		$588K Sell
2,257
-3,266
-59% -$826K 0.01% 634
2023
Q4 		$1.34M Buy
5,523
+3,831
+226% +$827K 0.02% 447
2023
Q3 		$350K Buy
1,692
+13
+0.8% +$2.73K 0.01% 629
2023
Q2 		$344K Sell
1,679
-166
-9% -$33.2K 0.01% 649
2023
Q1 		$384K Buy
1,845
+39
+2% +$8.03K 0.01% 544
2022
Q4 		$337K Buy
+1,806
New +$362K 0.01% 548
2022
Q3 		– Sell
-1,184
Closed -$204K – 531
2022
Q2 		$204K Buy
+1,184
New +$228K 0.01% 543
2022
Q1 		– Sell
-1,365
Closed -$384K – 671
2021
Q4 		$384K Buy
+1,365
New +$398K 0.01% 386
2021
Q3 		– Sell
-1,044
Closed -$305K – 260
2021
Q2 		$305K Sell
1,044
-176
-14% -$50.2K 0.01% 373
2021
Q1 		$338K Sell
1,220
-354
-22% -$102K 0.01% 315
2020
Q4 		$481K Buy
1,574
+432
+38% +$114K 0.02% 252
2020
Q3 		$264K Sell
1,142
-240
-17% -$57K 0.01% 319
2020
Q2 		$331K Buy
+1,382
New +$272K 0.02% 274

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

Sequoia Financial Advisors's ADSK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Autodesk (ADSK) stake by 38% in Q2 2026, selling an estimated $928K and leaving 6,591 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #835.

Sequoia Financial Advisors first reported a position in ADSK in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.55M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Sequoia Financial Advisors held 6,591 shares of Autodesk worth $1.28M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,063 Autodesk shares in Q2 2026, an estimated $928K.
  • Autodesk made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #835 holding.
  • Sequoia Financial Advisors first reported a position in Autodesk in Q2 2020 and has held it in 22 quarters since.
  • Sequoia Financial Advisors's Autodesk position peaked at $2.55M in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.