VWA
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Valued Wealth Advisors’s Autodesk ADSK Stock Holding History

Valued Wealth 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 		$8.36K Sell
43
-9
-17% -$2.06K ﹤0.01% 341
2026
Q1 		$12.4K Sell
52
-13
-20% -$3.27K 0.01% 252
2025
Q4 		$19.2K Hold
65
– – 0.01% 163
2025
Q3 		$20.6K Hold
65
– – 0.01% 147
2025
Q2 		$20.1K Sell
65
-3
-4% -$851 0.01% 143
2025
Q1 		$17.8K Hold
68
– – 0.01% 158
2024
Q4 		$20.1K Buy
68
+3
+5% +$886 0.01% 160
2024
Q3 		$17.9K Buy
65
+8
+14% +$2.01K 0.01% 158
2024
Q2 		$14.1K Buy
57
+6
+12% +$1.35K 0.01% 162
2024
Q1 		$13.3K Buy
51
+31
+155% +$7.84K 0.01% 157
2023
Q4 		$4.14K Buy
+20
New +$4.32K ﹤0.01% 213

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

Valued Wealth Advisors's ADSK Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Autodesk (ADSK) stake by 17% in Q2 2026, selling an estimated $2.06K and leaving 43 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Valued Wealth Advisors first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.6K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Valued Wealth Advisors held 43 shares of Autodesk worth $8.36K as of Q2 2026.
  • Valued Wealth Advisors sold 9 Autodesk shares in Q2 2026, an estimated $2.06K.
  • Autodesk made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #341 holding.
  • Valued Wealth Advisors first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Autodesk position peaked at $20.6K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.