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
Q2 		$4.44M Sell
22,828
-1,176
-5% -$269K 0.23% 88
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 $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 $3.38T AUM 44.17% 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

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

Berger Financial Group reduced its Autodesk (ADSK) stake by 4.9% in Q2 2026, selling an estimated $269K and leaving 22,828 shares worth $4.44M. The position accounts for 0.23% of the portfolio, ranked #88.

Berger Financial Group first reported a position in ADSK in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.09M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Berger Financial Group held 22,828 shares of Autodesk worth $4.44M as of Q2 2026.
  • Berger Financial Group sold 1,176 Autodesk shares in Q2 2026, an estimated $269K.
  • Autodesk made up 0.23% of Berger Financial Group's portfolio in Q2 2026, its #88 holding.
  • Berger Financial Group first reported a position in Autodesk in Q1 2025 and has held it in 6 quarters since.
  • Berger Financial Group's Autodesk position peaked at $6.09M in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

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