Wilkerson Advisory Group’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.1K Buy
57
+1
+2% +$228 ﹤0.01% 409
2026
Q1
$13.4K Buy
56
+24
+75% +$6.03K ﹤0.01% 353
2025
Q4
$9.47K Buy
+32
New +$9.68K ﹤0.01% 339

Other funds holding ADSK

Wilkerson Advisory Group's ADSK Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Autodesk (ADSK) stake by 1.8% in Q2 2026, buying an estimated $228 and bringing the position to 57 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Wilkerson Advisory Group first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q1 2026. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Wilkerson Advisory Group held 57 shares of Autodesk worth $11.1K as of Q2 2026.
  • Wilkerson Advisory Group bought 1 Autodesk share in Q2 2026, an estimated $228.
  • Autodesk made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #409 holding.
  • Wilkerson Advisory Group first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Autodesk position peaked at $13.4K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.