SIA
ADSK icon

Soltis Investment Advisors’s Autodesk ADSK Stock Holding History

Soltis Investment 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 		– Sell
-990
Closed -$237K – 650
2026
Q1 		$237K Sell
990
-10,274
-91% -$2.58M 0.02% 504
2025
Q4 		$3.33M Buy
11,264
+757
+7% +$229K 0.22% 108
2025
Q3 		$3.34M Buy
10,507
+206
+2% +$62.8K 0.23% 105
2025
Q2 		$3.19M Buy
10,301
+4,141
+67% +$1.17M 0.25% 99
2025
Q1 		$1.61M Sell
6,160
-10,524
-63% -$2.99M 0.14% 142
2024
Q4 		$4.93M Buy
16,684
+13,584
+438% +$4.01M 0.46% 62
2024
Q3 		$854K Sell
3,100
-9
-0.3% -$2.27K 0.08% 165
2024
Q2 		$769K Buy
+3,109
New +$698K 0.08% 169

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

Soltis Investment Advisors's ADSK Position: Q2 2026 in Review

Soltis Investment Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 990 shares — an estimated $237K sold.

Soltis Investment Advisors first reported a position in ADSK in Q2 2024 and held it in 8 quarters. The position peaked at $4.93M in Q4 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Soltis Investment Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 990 Autodesk shares in Q2 2026, an estimated $237K.
  • Soltis Investment Advisors first reported a position in Autodesk in Q2 2024 and held it in 8 quarters.
  • Soltis Investment Advisors's Autodesk position peaked at $4.93M in Q4 2024.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.