SSWM
ADSK icon

Strait & Sound Wealth Management’s Autodesk ADSK Stock Holding History

Strait & Sound 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 		$224K Sell
1,151
-25
-2% -$5.71K 0.08% 144
2026
Q1 		$282K Sell
1,176
-15
-1% -$3.77K 0.1% 134
2025
Q4 		$353K Sell
1,191
-197
-14% -$59.6K 0.13% 114
2025
Q3 		$441K Sell
1,388
-127
-8% -$38.7K 0.17% 93
2025
Q2 		$469K Sell
1,515
-178
-11% -$50.5K 0.2% 93
2025
Q1 		$443K Buy
1,693
+45
+3% +$12.8K 0.21% 88
2024
Q4 		$487K Sell
1,648
-50
-3% -$14.8K 0.23% 81
2024
Q3 		$468K Sell
1,698
-687
-29% -$173K 0.23% 83
2024
Q2 		$590K Sell
2,385
-104
-4% -$23.4K 0.3% 56
2024
Q1 		$600K Buy
2,489
+117
+5% +$29.6K 0.34% 49
2023
Q4 		$566K Buy
2,372
+409
+21% +$88.3K 0.35% 48
2023
Q3 		$406K Sell
1,963
-100
-5% -$21K 0.35% 66
2023
Q2 		$422K Hold
2,063
– – 0.42% 55
2023
Q1 		$429K Buy
2,063
+44
+2% +$9.06K 0.43% 56
2022
Q4 		$405K Buy
+2,019
New +$405K 0.44% 56

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

Strait & Sound Wealth Management's ADSK Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Autodesk (ADSK) stake by 2.1% in Q2 2026, selling an estimated $5.71K and leaving 1,151 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #144.

Strait & Sound Wealth Management first reported a position in ADSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $600K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Strait & Sound Wealth Management held 1,151 shares of Autodesk worth $224K as of Q2 2026.
  • Strait & Sound Wealth Management sold 25 Autodesk shares in Q2 2026, an estimated $5.71K.
  • Autodesk made up 0.08% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Strait & Sound Wealth Management first reported a position in Autodesk in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Autodesk position peaked at $600K in Q1 2024.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.