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Atomi Financial Group’s Autodesk ADSK Stock Holding History

Atomi Financial 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 		$459K Sell
2,363
-580
-20% -$132K 0.01% 808
2026
Q1 		$705K Sell
2,943
-385
-12% -$96.8K 0.02% 561
2025
Q4 		$985K Sell
3,328
-37
-1% -$11.2K 0.03% 418
2025
Q3 		$1.07M Sell
3,365
-1
-0% -$305 0.03% 356
2025
Q2 		$1.04M Buy
3,366
+925
+38% +$262K 0.04% 328
2025
Q1 		$639K Buy
2,441
+262
+12% +$74.5K 0.03% 434
2024
Q4 		$644K Buy
2,179
+102
+5% +$30.1K 0.03% 384
2024
Q3 		$572K Buy
2,077
+1,015
+96% +$255K 0.04% 403
2024
Q2 		$263K Buy
1,062
+90
+9% +$20.2K 0.02% 633
2024
Q1 		$253K Buy
+972
New +$246K 0.02% 592

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

Atomi Financial Group's ADSK Position: Q2 2026 in Review

Atomi Financial Group reduced its Autodesk (ADSK) stake by 20% in Q2 2026, selling an estimated $132K and leaving 2,363 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #808.

Atomi Financial Group first reported a position in ADSK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Atomi Financial Group held 2,363 shares of Autodesk worth $459K as of Q2 2026.
  • Atomi Financial Group sold 580 Autodesk shares in Q2 2026, an estimated $132K.
  • Autodesk made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #808 holding.
  • Atomi Financial Group first reported a position in Autodesk in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Autodesk position peaked at $1.07M in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.