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West Family Investments’s Autodesk ADSK Stock Holding History

West Family Investments’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 		$317K Buy
+1,632
New +$373K 0.09% 310
2026
Q1 		– Sell
-1,688
Closed -$500K – 260
2025
Q4 		$500K Buy
1,688
+216
+15% +$65.4K 0.12% 166
2025
Q3 		$468K Buy
1,472
+373
+34% +$114K 0.1% 191
2025
Q2 		$340K Buy
+1,099
New +$312K 0.09% 233

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

West Family Investments's ADSK Position: Q2 2026 in Review

West Family Investments opened a new position in Autodesk (ADSK) in Q2 2026: 1,632 shares worth $317K. The stake represents 0.09% of the portfolio and ranks #310 among its holdings. This is a return to the name: West Family Investments previously reported a position in ADSK as recently as Q4 2025.

West Family Investments first reported a position in ADSK in Q2 2025 and has held it in 4 quarters since. The position peaked at $500K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • West Family Investments held 1,632 shares of Autodesk worth $317K as of Q2 2026.
  • Autodesk was a new West Family Investments position in Q2 2026.
  • Autodesk made up 0.09% of West Family Investments's portfolio in Q2 2026, its #310 holding.
  • West Family Investments first reported a position in Autodesk in Q2 2025 and has held it in 4 quarters since.
  • West Family Investments's Autodesk position peaked at $500K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.