Wealthcare Advisory Partners’s Autodesk ADSK Stock Holding History

Wealthcare Advisory Partners’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	$297K	Sell	1,529 -306	-17%	-$69.9K	0.01%	880
2026 Q1	$439K	Sell	1,835 -144	-7%	-$36.2K	0.01%	747
2025 Q4	$586K	Buy	1,979 +186	+10%	+$56.3K	0.01%	643
2025 Q3	$570K	Sell	1,793 -69	-4%	-$21K	0.01%	643
2025 Q2	$577K	Buy	1,862 +59	+3%	+$16.7K	0.01%	608
2025 Q1	$472K	Buy	1,803 +1,026	+132%	+$292K	0.01%	604
2024 Q4	$230K	Sell	777 -21	-3%	-$6.2K	0.01%	806
2024 Q3	$220K	Buy	+798	New	+$201K	0.01%	802
2024 Q2	–	Sell	-813	Closed	-$212K	–	822
2024 Q1	$212K	Buy	+813	New	+$206K	0.01%	761
2023 Q2	–	Sell	-1,636	Closed	-$341K	–	720
2023 Q1	$341K	Buy	1,636 +5	+0.3%	+$1.03K	0.01%	546
2022 Q4	$305K	Buy	1,631 +101	+7%	+$20.3K	0.01%	532
2022 Q3	$286K	Buy	1,530 +200	+15%	+$40.4K	0.02%	495
2022 Q2	$229K	Buy	1,330 +65	+5%	+$12.5K	0.01%	492
2022 Q1	$271K	Buy	1,265 +93	+8%	+$21.4K	0.02%	446
2021 Q4	$330K	Sell	1,172 -138	-11%	-$40.2K	0.02%	420
2021 Q3	$374K	Sell	1,310 -185	-12%	-$56.6K	0.02%	366
2021 Q2	$436K	Buy	1,495 +93	+7%	+$26.5K	0.03%	343
2021 Q1	$389K	Buy	1,402 +215	+18%	+$62K	0.03%	338
2020 Q4	$362K	Buy	1,187 +21	+2%	+$5.53K	0.03%	293
2020 Q3	$269K	Buy	1,166 +19	+2%	+$4.51K	0.03%	287
2020 Q2	$274K	Buy	1,147 +28	+3%	+$5.5K	0.03%	256
2020 Q1	$175K	Buy	1,119 +911	+438%	+$167K	0.03%	279
2019 Q4	$38K	Hold	208	–	–	﹤0.01%	607
2019 Q3	$31K	Hold	208	–	–	﹤0.01%	639
2019 Q2	$34K	Sell	208 -61	-23%	-$10.3K	0.01%	590
2019 Q1	$42K	Hold	269	–	–	0.01%	500
2018 Q4	$35K	Hold	269	–	–	0.01%	503
2018 Q3	$42K	Hold	269	–	–	0.01%	507
2018 Q2	$35K	Buy	269 +61	+29%	+$8.08K	0.01%	540
2018 Q1	$26K	Hold	208	–	–	0.01%	533
2017 Q4	$22K	Buy	208 +158	+316%	+$18.4K	0.01%	513
2017 Q3	$6K	Buy	+50	New	+$5.52K	﹤0.01%	613

Other funds holding ADSK

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Wealthcare Advisory Partners's ADSK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Autodesk (ADSK) stake by 17% in Q2 2026, selling an estimated $69.9K and leaving 1,529 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #880.

Wealthcare Advisory Partners first reported a position in ADSK in Q3 2017 and has held it in 32 quarters since. The position peaked at $586K in Q4 2025. 265 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Wealthcare Advisory Partners held 1,529 shares of Autodesk worth $297K as of Q2 2026.
Wealthcare Advisory Partners sold 306 Autodesk shares in Q2 2026, an estimated $69.9K.
Autodesk made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #880 holding.
Wealthcare Advisory Partners first reported a position in Autodesk in Q3 2017 and has held it in 32 quarters since.
Wealthcare Advisory Partners's Autodesk position peaked at $586K in Q4 2025.
265 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.