Wealth Enhancement Advisory Services
ADSK icon

Wealth Enhancement Advisory Services’s Autodesk ADSK Stock Holding History

Wealth Enhancement Advisory Services’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 		$21.6M Buy
104,658
+16,672
+19% +$3.81M 0.04% 414
2026
Q1 		$20.9M Buy
87,986
+21,986
+33% +$5.53M 0.04% 379
2025
Q4 		$19.4M Buy
66,000
+9,567
+17% +$2.89M 0.03% 491
2025
Q3 		$17.7M Buy
56,433
+4,331
+8% +$1.32M 0.03% 482
2025
Q2 		$16.5M Buy
52,102
+9,276
+22% +$2.63M 0.03% 482
2025
Q1 		$11.2M Buy
42,826
+9,222
+27% +$2.62M 0.02% 545
2024
Q4 		$9.93M Buy
33,604
+16,665
+98% +$4.92M 0.02% 556
2024
Q3 		$4.67M Sell
16,939
-944
-5% -$238K 0.01% 750
2024
Q2 		$4.43M Sell
17,883
-5,482
-23% -$1.23M 0.01% 716
2024
Q1 		$6.08M Sell
23,365
-314
-1% -$79.5K 0.02% 616
2023
Q4 		$5.77M Buy
23,679
+1,910
+9% +$412K 0.02% 573
2023
Q3 		$4.5M Buy
+21,769
New +$4.57M 0.01% 608
2020
Q2 		– Sell
-8,914
Closed -$1.58M – 211
2020
Q1 		$1.58M Buy
+8,914
New +$1.64M 0.06% 122

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

Wealth Enhancement Advisory Services's ADSK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Autodesk (ADSK) stake by 19% in Q2 2026, buying an estimated $3.81M and bringing the position to 104,658 shares worth $21.6M. The position accounts for 0.04% of the portfolio, ranked #414.

Wealth Enhancement Advisory Services first reported a position in ADSK in Q1 2020 and has held it in 13 quarters since. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 104,658 shares of Autodesk worth $21.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,672 Autodesk shares in Q2 2026, an estimated $3.81M.
  • Autodesk made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #414 holding.
  • Wealth Enhancement Advisory Services first reported a position in Autodesk in Q1 2020 and has held it in 13 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.