BFG
ADSK icon

Berger Financial Group’s Autodesk ADSK Stock Holding History

Berger 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
Q1 		$5.75M Buy
24,004
+4,751
+25% +$1.19M 0.32% 73
2025
Q4 		$5.7M Buy
19,253
+79
+0.4% +$23.9K 0.33% 67
2025
Q3 		$6.09M Buy
19,174
+192
+1% +$58.5K 0.36% 67
2025
Q2 		$5.88M Buy
18,982
+441
+2% +$125K 0.38% 62
2025
Q1 		$4.85M Buy
+18,541
New +$5.27M 0.34% 81

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Berger Financial Group's ADSK Position: Q1 2026 in Review

Berger Financial Group increased its Autodesk (ADSK) stake by 25% in Q1 2026, buying an estimated $1.19M and bringing the position to 24,004 shares worth $5.75M. The position accounts for 0.32% of the portfolio, ranked #73.

Berger Financial Group first reported a position in ADSK in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.09M in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Berger Financial Group held 24,004 shares of Autodesk worth $5.75M as of Q1 2026.
  • Berger Financial Group bought 4,751 Autodesk shares in Q1 2026, an estimated $1.19M.
  • Autodesk made up 0.32% of Berger Financial Group's portfolio in Q1 2026, its #73 holding.
  • Berger Financial Group first reported a position in Autodesk in Q1 2025 and has held it in 5 quarters since.
  • Berger Financial Group's Autodesk position peaked at $6.09M in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.