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SHP Wealth Management’s Autodesk ADSK Stock Holding History

SHP 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 		$35.5K Sell
183
-34
-16% -$7.76K ﹤0.01% 628
2026
Q1 		$51.8K Buy
217
+36
+20% +$9.05K ﹤0.01% 482
2025
Q4 		$53.4K Buy
+181
New +$54.8K ﹤0.01% 460

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

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

SHP Wealth Management reduced its Autodesk (ADSK) stake by 16% in Q2 2026, selling an estimated $7.76K and leaving 183 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

SHP Wealth Management first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.4K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • SHP Wealth Management held 183 shares of Autodesk worth $35.5K as of Q2 2026.
  • SHP Wealth Management sold 34 Autodesk shares in Q2 2026, an estimated $7.76K.
  • Autodesk made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #628 holding.
  • SHP Wealth Management first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Autodesk position peaked at $53.4K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.