Triangle Securities Wealth Management’s Autodesk ADSK Stock Holding History

Triangle Securities 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	$546K	Sell	2,806 -47	-2%	-$10.7K	0.11%	158
2026 Q1	$683K	Sell	2,853 -1,322	-32%	-$332K	0.16%	133
2025 Q4	$1.24M	Sell	4,175 -141	-3%	-$42.7K	0.26%	89
2025 Q3	$1.37M	Sell	4,316 -92	-2%	-$28K	0.31%	79
2025 Q2	$1.36M	Sell	4,408 -52	-1%	-$14.8K	0.34%	78
2025 Q1	$1.17M	Sell	4,460 -10	-0.2%	-$2.84K	0.3%	88
2024 Q4	$1.32M	Sell	4,470 -131	-3%	-$38.7K	0.34%	74
2024 Q3	$1.27M	Sell	4,601 -10	-0.2%	-$2.52K	0.33%	79
2024 Q2	$1.14M	Buy	4,611 +311	+7%	+$69.9K	0.32%	84
2024 Q1	$1.12M	Hold	4,300	–	–	0.32%	90
2023 Q4	$1.05M	Buy	4,300 +147	+4%	+$31.7K	0.33%	93
2023 Q3	$859K	Buy	4,153 +103	+3%	+$21.6K	0.31%	90
2023 Q2	$829K	Buy	4,050 +64	+2%	+$12.8K	0.29%	102
2023 Q1	$830K	Buy	3,986 +36	+0.9%	+$7.41K	0.3%	101
2022 Q4	$738K	Buy	3,950 +1,350	+52%	+$271K	0.27%	107
2022 Q3	$486K	Buy	+2,600	New	+$525K	0.2%	125
2013 Q3	–	Sell	-305	Closed	-$10K	–	124
2013 Q2	$10K	Buy	+305	New	+$11.4K	0.01%	450

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Triangle Securities Wealth Management's ADSK Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Autodesk (ADSK) stake by 1.6% in Q2 2026, selling an estimated $10.7K and leaving 2,806 shares worth $546K. The position accounts for 0.11% of the portfolio, ranked #158.

Triangle Securities Wealth Management first reported a position in ADSK in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.37M in Q3 2025. 171 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Triangle Securities Wealth Management held 2,806 shares of Autodesk worth $546K as of Q2 2026.
Triangle Securities Wealth Management sold 47 Autodesk shares in Q2 2026, an estimated $10.7K.
Autodesk made up 0.11% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #158 holding.
Triangle Securities Wealth Management first reported a position in Autodesk in Q2 2013 and has held it in 17 quarters since.
Triangle Securities Wealth Management's Autodesk position peaked at $1.37M in Q3 2025.
171 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.