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Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

ADSK holding history

Autodesk, Inc. in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADSK overviewAll 13F holders of ADSKFull Q2 2026 holdings

Shares (Q2 2026)
26,947
Value
$5.24M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of ADSK by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,947$5.24M0.3%−845−3.0%ReducedHolders
Q1 202627,792$6.65M0.5%+335+1.2%AddedHolders
Q4 202527,457$8.13M0.5%+2,789+11.3%AddedHolders
Q3 202524,668$7.84M0.5%−370−1.5%ReducedHolders
Q2 202525,038$7.75M0.5%+196+0.8%AddedHolders
Q1 202524,842$6.50M0.5%+25+0.1%AddedHolders
Q4 202424,817$7.33M0.5%+479+2.0%AddedHolders
Q3 202424,338$6.71M0.5%−341−1.4%ReducedHolders
Q2 202424,679$6.11M0.5%+183+0.7%AddedHolders
Q1 202424,496$6.38M0.5%+15,062+159.7%AddedHolders
Q4 20239,434$2.30M0.2%+765+8.8%AddedHolders
Q3 20238,669$1.79M0.2%+852+10.9%AddedHolders
Q2 20237,817$1.60M0.1%+2,714+53.2%AddedHolders
Q1 20235,103$1.06M0.1%+424+9.1%AddedHolders
Q4 20224,679$874.0K0.1%+607+14.9%AddedHolders
Q3 20224,072$761.0K0.1%−200−4.7%ReducedHolders
Q2 20224,272$735.0K0.1%−485−10.2%ReducedHolders
Q1 20224,757$1.02M0.1%−49−1.0%ReducedHolders
Q4 20214,806$1.35M0.1%−29−0.6%ReducedHolders
Q3 20214,835$1.38M0.1%+1,367+39.4%AddedHolders
Q2 20213,468$1.01M0.1%+804+30.2%AddedHolders
Q1 20212,664$738.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.