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Triad Wealth Partners’s Autodesk ADSK Stock Holding History

Triad 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 		$363K Sell
1,546
-2,937
-66% -$671K 0.02% 400
2026
Q1 		$1.07M Buy
4,483
+333
+8% +$83.7K 0.09% 161
2025
Q4 		$1.23M Buy
4,150
+2,746
+196% +$831K 0.12% 135
2025
Q3 		$446K Buy
1,404
+16
+1% +$4.88K 0.06% 223
2025
Q2 		$430K Buy
+1,388
New +$394K 0.09% 174
2024
Q3 		– Sell
-11
Closed -$2.74K – 64
2024
Q2 		$2.74K Buy
+11
New +$2.47K ﹤0.01% 704

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

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

Triad Wealth Partners reduced its Autodesk (ADSK) stake by 66% in Q2 2026, selling an estimated $671K and leaving 1,546 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #400.

Triad Wealth Partners first reported a position in ADSK in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Triad Wealth Partners held 1,546 shares of Autodesk worth $363K as of Q2 2026.
  • Triad Wealth Partners sold 2,937 Autodesk shares in Q2 2026, an estimated $671K.
  • Autodesk made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #400 holding.
  • Triad Wealth Partners first reported a position in Autodesk in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Autodesk position peaked at $1.23M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.