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Allegiance Financial Group Advisory Services’s Autodesk ADSK Stock Holding History

Allegiance Financial Group Advisory Services’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
Q1 		– Sell
-1,196
Closed -$354K – 199
2025
Q4 		$354K Sell
1,196
-8
-0.7% -$2.42K 0.07% 107
2025
Q3 		$382K Sell
1,204
-153
-11% -$46.6K 0.09% 85
2025
Q2 		$420K Buy
+1,357
New +$385K 0.11% 75

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Allegiance Financial Group Advisory Services's ADSK Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,196 shares — an estimated $354K sold.

Allegiance Financial Group Advisory Services first reported a position in ADSK in Q2 2025 and held it in 3 quarters. The position peaked at $420K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 1,196 Autodesk shares in Q1 2026, an estimated $354K.
  • Allegiance Financial Group Advisory Services first reported a position in Autodesk in Q2 2025 and held it in 3 quarters.
  • Allegiance Financial Group Advisory Services's Autodesk position peaked at $420K in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.