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Wealth Enhancement Trust Services’s Autodesk ADSK Stock Holding History

Wealth Enhancement Trust 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 		$4.67K Sell
24
-390
-94% -$89.1K ﹤0.01% 853
2026
Q1 		$99.1K Sell
414
-5,829
-93% -$1.47M 0.01% 345
2025
Q4 		$1.85M Buy
+6,243
New +$1.89M 0.23% 83

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Autodesk (ADSK) stake by 94% in Q2 2026, selling an estimated $89.1K and leaving 24 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Wealth Enhancement Trust Services first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.85M in Q4 2025. 959 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Wealth Enhancement Trust Services held 24 shares of Autodesk worth $4.67K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 390 Autodesk shares in Q2 2026, an estimated $89.1K.
  • Autodesk made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #853 holding.
  • Wealth Enhancement Trust Services first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Autodesk position peaked at $1.85M in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

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