EFG
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Everhart Financial Group’s Autodesk ADSK Stock Holding History

Everhart 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 		$304K Sell
1,562
-830
-35% -$190K 0.02% 360
2026
Q1 		$573K Sell
2,392
-355
-13% -$89.2K 0.05% 250
2025
Q4 		$813K Sell
2,747
-56
-2% -$16.9K 0.08% 190
2025
Q3 		$890K Buy
2,803
+387
+16% +$118K 0.09% 164
2025
Q2 		$748K Buy
2,416
+504
+26% +$143K 0.09% 166
2025
Q1 		$501K Buy
1,912
+210
+12% +$59.7K 0.07% 204
2024
Q4 		$503K Buy
1,702
+98
+6% +$29K 0.1% 189
2024
Q3 		$442K Buy
1,604
+410
+34% +$103K 0.1% 209
2024
Q2 		$295K Buy
1,194
+317
+36% +$71.2K 0.08% 225
2024
Q1 		$228K Buy
+877
New +$222K 0.07% 251

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

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

Everhart Financial Group reduced its Autodesk (ADSK) stake by 35% in Q2 2026, selling an estimated $190K and leaving 1,562 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #360.

Everhart Financial Group first reported a position in ADSK in Q1 2024 and has held it in 10 quarters since. The position peaked at $890K in Q3 2025. 227 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Everhart Financial Group held 1,562 shares of Autodesk worth $304K as of Q2 2026.
  • Everhart Financial Group sold 830 Autodesk shares in Q2 2026, an estimated $190K.
  • Autodesk made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #360 holding.
  • Everhart Financial Group first reported a position in Autodesk in Q1 2024 and has held it in 10 quarters since.
  • Everhart Financial Group's Autodesk position peaked at $890K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.