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Whipplewood Advisors’s Autodesk ADSK Stock Holding History

Whipplewood 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
-46
Closed -$11K – 642
2026
Q1 		$11K Buy
+46
New +$11.6K 0.01% 470
2025
Q3 		– Sell
-85
Closed -$26.3K – 308
2025
Q2 		$26.3K Buy
85
+17
+25% +$4.82K 0.01% 415
2025
Q1 		$13.4K Buy
68
+25
+58% +$7.11K 0.01% 516
2024
Q4 		$12.7K Buy
+43
New +$12.7K 0.01% 521

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

Whipplewood Advisors's ADSK Position: Q2 2026 in Review

Whipplewood Advisors sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 46 shares — an estimated $11K sold.

Whipplewood Advisors first reported a position in ADSK in Q4 2024 and held it in 4 quarters. The position peaked at $26.3K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Whipplewood Advisors reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 46 Autodesk shares in Q2 2026, an estimated $11K.
  • Whipplewood Advisors first reported a position in Autodesk in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Autodesk position peaked at $26.3K in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.