SOA Wealth Advisors’s Autodesk ADSK Stock Holding History

SOA Wealth 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	$55.2K	Hold	284	–	–	0.01%	372
2026 Q1	$68K	Sell	284 -2	-0.7%	-$503	0.01%	324
2025 Q4	$84.7K	Hold	286	–	–	0.01%	297
2025 Q3	$90.9K	Hold	286	–	–	0.02%	302
2025 Q2	$88.5K	Sell	286 -10	-3%	-$2.84K	0.02%	290
2025 Q1	$77.5K	Buy	296 +69	+30%	+$19.6K	0.02%	283
2024 Q4	$67.1K	Hold	227	–	–	0.01%	291
2024 Q3	$62.5K	Buy	227 +141	+164%	+$35.5K	0.01%	287
2024 Q2	$21.3K	Buy	86 +74	+617%	+$16.6K	﹤0.01%	433
2024 Q1	$3.13K	Hold	12	–	–	﹤0.01%	658
2023 Q4	$2.92K	Hold	12	–	–	﹤0.01%	657
2023 Q3	$2.48K	Hold	12	–	–	﹤0.01%	695
2023 Q2	$2.46K	Hold	12	–	–	﹤0.01%	702
2023 Q1	$2.5K	Hold	12	–	–	﹤0.01%	703
2022 Q4	$2.24K	Sell	12 -1	-8%	-$201	﹤0.01%	724
2022 Q3	$2K	Sell	13 -1	-7%	-$202	﹤0.01%	689
2022 Q2	$2K	Sell	14 -99	-88%	-$19K	﹤0.01%	677
2022 Q1	$24K	Hold	113	–	–	0.01%	428
2021 Q4	$31K	Hold	113	–	–	0.01%	370
2021 Q3	$32K	Buy	113 +5	+5%	+$1.53K	0.01%	375
2021 Q2	$31K	Buy	+108	New	+$30.8K	0.01%	383

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

SOA Wealth Advisors's ADSK Position: Q2 2026 in Review

SOA Wealth Advisors held its Autodesk (ADSK) position steady in Q2 2026 at 284 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #372.

SOA Wealth Advisors first reported a position in ADSK in Q2 2021 and has held it in 21 quarters since. The position peaked at $90.9K in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

SOA Wealth Advisors held 284 shares of Autodesk worth $55.2K as of Q2 2026.
SOA Wealth Advisors left its Autodesk share count unchanged in Q2 2026.
Autodesk made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #372 holding.
SOA Wealth Advisors first reported a position in Autodesk in Q2 2021 and has held it in 21 quarters since.
SOA Wealth Advisors's Autodesk position peaked at $90.9K in Q3 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.