AG
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Ascent Group’s Autodesk ADSK Stock Holding History

Ascent Group’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 		$378K Sell
1,943
-320
-14% -$73.1K 0.01% 607
2026
Q1 		$542K Buy
2,263
+339
+18% +$85.2K 0.02% 482
2025
Q4 		$570K Buy
1,924
+125
+7% +$37.8K 0.02% 469
2025
Q3 		$571K Sell
1,799
-91
-5% -$27.7K 0.02% 468
2025
Q2 		$585K Sell
1,890
-192
-9% -$54.5K 0.02% 436
2025
Q1 		$545K Buy
+2,082
New +$592K 0.02% 444

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 $3.37T AUM 44.26% 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

Ascent Group's ADSK Position: Q2 2026 in Review

Ascent Group reduced its Autodesk (ADSK) stake by 14% in Q2 2026, selling an estimated $73.1K and leaving 1,943 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #607.

Ascent Group first reported a position in ADSK in Q1 2025 and has held it in 6 quarters since. The position peaked at $585K in Q2 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Ascent Group held 1,943 shares of Autodesk worth $378K as of Q2 2026.
  • Ascent Group sold 320 Autodesk shares in Q2 2026, an estimated $73.1K.
  • Autodesk made up 0.01% of Ascent Group's portfolio in Q2 2026, its #607 holding.
  • Ascent Group first reported a position in Autodesk in Q1 2025 and has held it in 6 quarters since.
  • Ascent Group's Autodesk position peaked at $585K in Q2 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.