Waterfront Wealth
ADSK icon

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
Q3 		$1.08M Buy
4,415
+2
+0% +$456 0.17% 157
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Waterfront Wealth's ADSK Position: Q3 2026 in Review

Waterfront Wealth increased its Autodesk (ADSK) stake by 0.05% in Q3 2026, buying an estimated $456 and bringing the position to 4,415 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #157.

Waterfront Wealth first reported a position in ADSK in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.28M in Q2 2025. 627 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Waterfront Wealth held 4,415 shares of Autodesk worth $1.08M as of Q3 2026.
  • Waterfront Wealth bought 2 Autodesk shares in Q3 2026, an estimated $456.
  • Autodesk made up 0.17% of Waterfront Wealth's portfolio in Q3 2026, its #157 holding.
  • Waterfront Wealth first reported a position in Autodesk in Q1 2022 and has held it in 19 quarters since.
  • Waterfront Wealth's Autodesk position peaked at $1.28M in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.