VWM
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Venturi Wealth Management’s Autodesk ADSK Stock Holding History

Venturi 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 		$1.85M Buy
9,534
+993
+12% +$227K 0.07% 141
2026
Q1 		$2.04M Buy
8,541
+126
+1% +$31.7K 0.09% 119
2025
Q4 		$2.49M Buy
8,415
+106
+1% +$32.1K 0.11% 103
2025
Q3 		$2.64M Buy
8,309
+1,025
+14% +$312K 0.12% 92
2025
Q2 		$2.25M Sell
7,284
-1,349
-16% -$383K 0.11% 111
2025
Q1 		$2.26M Sell
8,633
-25
-0.3% -$7.11K 0.12% 102
2024
Q4 		$2.56M Buy
8,658
+5,810
+204% +$1.72M 0.13% 99
2024
Q3 		$785K Buy
2,848
+1,447
+103% +$364K 0.04% 219
2024
Q2 		$347K Buy
1,401
+73
+5% +$16.4K 0.02% 331
2024
Q1 		$346K Buy
1,328
+72
+6% +$18.2K 0.02% 300
2023
Q4 		$306K Buy
1,256
+45
+4% +$9.72K 0.02% 313
2023
Q3 		$251K Sell
1,211
-82
-6% -$17.2K 0.02% 309
2023
Q2 		$265K Sell
1,293
-123
-9% -$24.6K 0.02% 272
2023
Q1 		$295K Sell
1,416
-64
-4% -$13.2K 0.02% 283
2022
Q4 		$277K Sell
1,480
-13
-0.9% -$2.61K 0.02% 290
2022
Q3 		$279K Sell
1,493
-157
-10% -$31.7K 0.03% 268
2022
Q2 		$284K Sell
1,650
-597
-27% -$115K 0.03% 277
2022
Q1 		$482K Buy
2,247
+136
+6% +$31.3K 0.04% 243
2021
Q4 		$594K Buy
2,111
+66
+3% +$19.2K 0.05% 232
2021
Q3 		$583K Sell
2,045
-472
-19% -$144K 0.05% 230
2021
Q2 		$735K Sell
2,517
-1,004
-29% -$286K 0.07% 205
2021
Q1 		$976K Sell
3,521
-206
-6% -$59.4K 0.09% 154
2020
Q4 		$1.14M Sell
3,727
-299
-7% -$78.8K 0.12% 130
2020
Q3 		$929K Buy
4,026
+1,969
+96% +$468K 0.11% 141
2020
Q2 		$492K Sell
2,057
-121
-6% -$23.8K 0.07% 188
2020
Q1 		$340K Sell
2,178
-102
-4% -$18.7K 0.06% 163
2019
Q4 		$418K Sell
2,280
-195
-8% -$31.6K 0.05% 165
2019
Q3 		$366K Sell
2,475
-275
-10% -$42.8K 0.05% 173
2019
Q2 		$448K Sell
2,750
-132
-5% -$22.2K 0.06% 151
2019
Q1 		$472K Sell
2,882
-167
-5% -$25K 0.06% 149
2018
Q4 		$372K Buy
3,049
+882
+41% +$119K 0.06% 172
2018
Q3 		$337K Hold
2,167
– – 0.06% 142
2018
Q2 		$293K Hold
2,167
– – 0.05% 151
2018
Q1 		$272K Sell
2,167
-388
-15% -$46.2K 0.05% 158
2017
Q4 		$268K Buy
2,555
+243
+11% +$28.3K 0.05% 179
2017
Q3 		$260K Sell
2,312
-48
-2% -$5.29K 0.06% 172
2017
Q2 		$238K Sell
2,360
-83
-3% -$8.21K 0.05% 167
2017
Q1 		$211K Buy
+2,443
New +$204K 0.05% 166

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Venturi Wealth Management's ADSK Position: Q2 2026 in Review

Venturi Wealth Management increased its Autodesk (ADSK) stake by 12% in Q2 2026, buying an estimated $227K and bringing the position to 9,534 shares worth $1.85M. The position accounts for 0.07% of the portfolio, ranked #141.

Venturi Wealth Management first reported a position in ADSK in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.64M in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Venturi Wealth Management held 9,534 shares of Autodesk worth $1.85M as of Q2 2026.
  • Venturi Wealth Management bought 993 Autodesk shares in Q2 2026, an estimated $227K.
  • Autodesk made up 0.07% of Venturi Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Venturi Wealth Management first reported a position in Autodesk in Q1 2017 and has held it in 38 quarters since.
  • Venturi Wealth Management's Autodesk position peaked at $2.64M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.