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Waterfront Wealth’s Autodesk ADSK Stock Holding History

Waterfront Wealth’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 		$920K Buy
4,413
+53
+1% +$12.1K 0.14% 174
2026
Q1 		$1.04M Buy
4,360
+225
+5% +$56.6K 0.19% 150
2025
Q4 		$1.12M Buy
4,135
+9
+0.2% +$2.72K 0.21% 142
2025
Q3 		$1.27M Buy
4,126
+3
+0.1% +$914 0.26% 116
2025
Q2 		$1.28M Sell
4,123
-122
-3% -$34.6K 0.29% 106
2025
Q1 		$1.11M Sell
4,245
-15
-0.4% -$4.27K 0.27% 114
2024
Q4 		$1.26M Buy
4,260
+108
+3% +$31.9K 0.31% 94
2024
Q3 		$1.19M Buy
4,152
+82
+2% +$20.6K 0.29% 99
2024
Q2 		$1.01M Buy
4,070
+80
+2% +$18K 0.27% 114
2024
Q1 		$863K Buy
3,990
+45
+1% +$11.4K 0.24% 131
2023
Q4 		$961K Buy
3,945
+114
+3% +$24.6K 0.28% 109
2023
Q3 		$768K Buy
3,831
+86
+2% +$18.1K 0.25% 120
2023
Q2 		$794K Buy
3,745
+294
+9% +$58.8K 0.24% 128
2023
Q1 		$718K Sell
3,451
-1,446
-30% -$298K 0.23% 130
2022
Q4 		$1.03M Buy
4,897
+263
+6% +$52.8K 0.35% 85
2022
Q3 		$999K Buy
4,634
+718
+18% +$145K 0.38% 78
2022
Q2 		$673K Buy
3,916
+1,746
+80% +$336K 0.27% 103
2022
Q1 		$443K Buy
+2,170
New +$500K 0.16% 144

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

Waterfront Wealth's ADSK Position: Q2 2026 in Review

Waterfront Wealth increased its Autodesk (ADSK) stake by 1.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 4,413 shares worth $920K. The position accounts for 0.14% of the portfolio, ranked #174.

Waterfront Wealth first reported a position in ADSK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.28M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Waterfront Wealth held 4,413 shares of Autodesk worth $920K as of Q2 2026.
  • Waterfront Wealth bought 53 Autodesk shares in Q2 2026, an estimated $12.1K.
  • Autodesk made up 0.14% of Waterfront Wealth's portfolio in Q2 2026, its #174 holding.
  • Waterfront Wealth first reported a position in Autodesk in Q1 2022 and has held it in 18 quarters since.
  • Waterfront Wealth's Autodesk position peaked at $1.28M in Q2 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.