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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

ADSK holding history

Autodesk, Inc. in every 13F filed by EP Wealth Advisors, LLC, 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)
4,602
Value
$894.6K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of ADSK by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,602$894.6K<0.1%+895+24.1%AddedHolders
Q1 20263,707$887.5K<0.1%−706−16.0%ReducedHolders
Q4 20254,413$1.31M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20252,974$920.7K<0.1%+68+2.3%AddedHolders
Q1 20252,906$760.7K<0.1%+160+5.8%AddedHolders
Q4 20242,746$811.5K<0.1%−141−4.9%ReducedHolders
Q3 20242,887$795.3K<0.1%+534+22.7%AddedHolders
Q2 20242,353$582.2K<0.1%+1,576+202.8%AddedHolders
Q1 2024777$202.4K<0.1%+777NewHolders
Q4 20230$00.0%−1,048−100.0%Sold outHolders
Q3 20231,048$216.9K<0.1%−13,400−92.7%ReducedHolders
Q2 202314,448$213.6K<0.1%+13,424+1,310.9%AddedHolders
Q1 20231,024$213.2K<0.1%−199−16.3%ReducedHolders
Q4 20221,223$228.5K<0.1%+1,223NewHolders
Q3 20220$00.0%−4,294−100.0%Sold outHolders
Q2 20224,294$738.0K<0.1%+2,393+125.9%AddedHolders
Q1 20221,901$407.0K<0.1%+535+39.2%AddedHolders
Q4 20211,366$384.0K<0.1%−32−2.3%ReducedHolders
Q3 20211,398$399.0K<0.1%−10−0.7%ReducedHolders
Q2 20211,408$411.0K<0.1%+72+5.4%AddedHolders
Q1 20211,336$370.0K<0.1%––Holders

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