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Simplicity Wealth’s Autodesk ADSK Stock Holding History

Simplicity Wealth’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 		$246K Sell
1,265
-816
-39% -$186K 0.01% 913
2026
Q1 		$498K Buy
2,081
+299
+17% +$75.2K 0.03% 453
2025
Q4 		$527K Sell
1,782
-1,319
-43% -$399K 0.03% 416
2025
Q3 		$985K Sell
3,101
-1,198
-28% -$365K 0.06% 295
2025
Q2 		$1.33M Buy
4,299
+3,310
+335% +$939K 0.06% 276
2025
Q1 		$259K Sell
989
-82
-8% -$23.3K 0.02% 455
2024
Q4 		$317K Buy
1,071
+30
+3% +$8.86K 0.07% 226
2024
Q3 		$287K Sell
1,041
-3,340
-76% -$841K 0.03% 396
2024
Q2 		$1.08M Sell
4,381
-787
-15% -$177K 0.02% 505
2024
Q1 		$1.35M Buy
5,168
+4,301
+496% +$1.09M 0.03% 443
2023
Q4 		$211K Buy
+867
New +$187K 0.08% 172

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

Simplicity Wealth's ADSK Position: Q2 2026 in Review

Simplicity Wealth reduced its Autodesk (ADSK) stake by 39% in Q2 2026, selling an estimated $186K and leaving 1,265 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #913.

Simplicity Wealth first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Simplicity Wealth held 1,265 shares of Autodesk worth $246K as of Q2 2026.
  • Simplicity Wealth sold 816 Autodesk shares in Q2 2026, an estimated $186K.
  • Autodesk made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #913 holding.
  • Simplicity Wealth first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Autodesk position peaked at $1.35M in Q1 2024.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.