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Werba Rubin Papier Wealth Management’s Autodesk ADSK Stock Holding History

Werba Rubin Papier Wealth Management’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
-900
Closed -$215K – 310
2026
Q1 		$215K Buy
+900
New +$226K 0.03% 258

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 $3.38T AUM 44.17% 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

Werba Rubin Papier Wealth Management's ADSK Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 900 shares — an estimated $215K sold.

Werba Rubin Papier Wealth Management first reported a position in ADSK in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Werba Rubin Papier Wealth Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 900 Autodesk shares in Q2 2026, an estimated $215K.
  • Werba Rubin Papier Wealth Management first reported a position in Autodesk in Q1 2026 and held it in 1 quarter.
  • Werba Rubin Papier Wealth Management's Autodesk position peaked at $215K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.