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Trifecta Capital Advisors’s Autodesk ADSK Stock Holding History

Trifecta Capital 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 		$389 Buy
+2
New +$457 ﹤0.01% 432
2025
Q3 		– Sell
-22
Closed -$6.81K – 439
2025
Q2 		$6.81K Buy
+22
New +$6.24K ﹤0.01% 253

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

Trifecta Capital Advisors's ADSK Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Autodesk (ADSK) in Q2 2026: 2 shares worth $389. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in ADSK as recently as Q2 2025.

Trifecta Capital Advisors first reported a position in ADSK in Q2 2025 and has held it in 2 quarters since. The position peaked at $6.81K in Q2 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Trifecta Capital Advisors held 2 shares of Autodesk worth $389 as of Q2 2026.
  • Autodesk was a new Trifecta Capital Advisors position in Q2 2026.
  • Autodesk made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #432 holding.
  • Trifecta Capital Advisors first reported a position in Autodesk in Q2 2025 and has held it in 2 quarters since.
  • Trifecta Capital Advisors's Autodesk position peaked at $6.81K in Q2 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.