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Strategic Wealth Partners’s Autodesk ADSK Stock Holding History

Strategic Wealth Partners’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 		$3.11K Buy
+16
New +$3.65K ﹤0.01% 1142
2025
Q3 		– Sell
-97
Closed -$30K – 1321
2025
Q2 		$30K Buy
+97
New +$27.5K ﹤0.01% 574
2021
Q4 		– Sell
-1,600
Closed -$456K – 282
2021
Q3 		$456K Buy
1,600
+216
+16% +$66.1K 0.13% 177
2021
Q2 		$404K Buy
1,384
+66
+5% +$18.8K 0.13% 171
2021
Q1 		$365K Buy
+1,318
New +$380K 0.15% 149

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 $3.37T AUM 44.26% 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

Strategic Wealth Partners's ADSK Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Autodesk (ADSK) in Q2 2026: 16 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in ADSK as recently as Q2 2025.

Strategic Wealth Partners first reported a position in ADSK in Q1 2021 and has held it in 5 quarters since. The position peaked at $456K in Q3 2021. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Strategic Wealth Partners held 16 shares of Autodesk worth $3.11K as of Q2 2026.
  • Autodesk was a new Strategic Wealth Partners position in Q2 2026.
  • Autodesk made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1142 holding.
  • Strategic Wealth Partners first reported a position in Autodesk in Q1 2021 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Autodesk position peaked at $456K in Q3 2021.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.