UWP
ADSK icon

Uniting Wealth Partners’s Autodesk ADSK Stock Holding History

Uniting 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 		$214K Hold
1,099
– – 0.04% 188
2026
Q1 		$263K Hold
1,099
– – 0.06% 162
2025
Q4 		$325K Hold
1,099
– – 0.1% 107
2025
Q3 		$349K Buy
1,099
+99
+10% +$30.2K 0.08% 128
2025
Q2 		$310K Hold
1,000
– – 0.12% 85
2025
Q1 		$262K Hold
1,000
– – 0.13% 82
2024
Q4 		$296K Buy
+1,000
New +$295K 0.14% 73

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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners held its Autodesk (ADSK) position steady in Q2 2026 at 1,099 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #188.

Uniting Wealth Partners first reported a position in ADSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $349K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Uniting Wealth Partners held 1,099 shares of Autodesk worth $214K as of Q2 2026.
  • Uniting Wealth Partners left its Autodesk share count unchanged in Q2 2026.
  • Autodesk made up 0.04% of Uniting Wealth Partners's portfolio in Q2 2026, its #188 holding.
  • Uniting Wealth Partners first reported a position in Autodesk in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Autodesk position peaked at $349K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.