Wealth Preservation Advisors’s Autodesk ADSK Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-110	Closed	-$26.3K	–	105
2026 Q1	$26.3K	Buy	+110	New	+$27.6K	0.02%	273

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Preservation Advisors's ADSK Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 110 shares — an estimated $26.3K sold.

Wealth Preservation Advisors first reported a position in ADSK in Q1 2026 and held it in 1 quarter. The position peaked at $26.3K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Wealth Preservation Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 110 Autodesk shares in Q2 2026, an estimated $26.3K.
Wealth Preservation Advisors first reported a position in Autodesk in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Autodesk position peaked at $26.3K in Q1 2026.
1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.