Unique Wealth Strategies’s Autodesk ADSK Stock Holding History

Unique Wealth Strategies’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	$658K	Sell	3,384 -603	-15%	-$138K	0.24%	119
2026 Q1	$954K	Sell	3,987 -135	-3%	-$33.9K	0.39%	62
2025 Q4	$1.22M	Sell	4,122 -1,955	-32%	-$591K	0.48%	47
2025 Q3	$1.93M	Sell	6,077 -688	-10%	-$210K	0.75%	25
2025 Q2	$2.09M	Buy	6,765 +1,794	+36%	+$509K	0.87%	24
2025 Q1	$1.3M	Buy	4,971 +33	+0.7%	+$9.38K	0.59%	41
2024 Q4	$1.46M	Sell	4,938 -1,928	-28%	-$570K	0.63%	39
2024 Q3	$1.89M	Buy	6,866 +508	+8%	+$128K	0.8%	29
2024 Q2	$1.66M	Hold	6,358	–	–	0.78%	28
2024 Q1	$1.66M	Sell	6,358 -113	-2%	-$28.6K	0.81%	28
2023 Q4	$1.58M	Buy	+6,471	New	+$1.4M	1.05%	21

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

Unique Wealth Strategies's ADSK Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Autodesk (ADSK) stake by 15% in Q2 2026, selling an estimated $138K and leaving 3,384 shares worth $658K. The position accounts for 0.24% of the portfolio, ranked #119.

Unique Wealth Strategies first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.09M in Q2 2025. 171 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Unique Wealth Strategies held 3,384 shares of Autodesk worth $658K as of Q2 2026.
Unique Wealth Strategies sold 603 Autodesk shares in Q2 2026, an estimated $138K.
Autodesk made up 0.24% of Unique Wealth Strategies's portfolio in Q2 2026, its #119 holding.
Unique Wealth Strategies first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Autodesk position peaked at $2.09M in Q2 2025.
171 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.