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SPWM Advisors’s Autodesk ADSK Stock Holding History

SPWM 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 		$317K Sell
1,452
-479
-25% -$109K 0.29% 66
2026
Q1 		$454K Sell
1,931
-183
-9% -$46K 0.39% 54
2025
Q4 		$626K Buy
+2,114
New +$640K 0.59% 47

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

SPWM Advisors's ADSK Position: Q2 2026 in Review

SPWM Advisors reduced its Autodesk (ADSK) stake by 25% in Q2 2026, selling an estimated $109K and leaving 1,452 shares worth $317K. The position accounts for 0.29% of the portfolio, ranked #66.

SPWM Advisors first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $626K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • SPWM Advisors held 1,452 shares of Autodesk worth $317K as of Q2 2026.
  • SPWM Advisors sold 479 Autodesk shares in Q2 2026, an estimated $109K.
  • Autodesk made up 0.29% of SPWM Advisors's portfolio in Q2 2026, its #66 holding.
  • SPWM Advisors first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • SPWM Advisors's Autodesk position peaked at $626K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.