Fortem Financial Group’s Autodesk ADSK Stock Holding History

Fortem 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	$2.36M	Buy	12,147 +1,026	+9%	+$234K	0.48%	57
2026 Q1	$2.66M	Buy	11,121 +1,961	+21%	+$493K	0.67%	47
2025 Q4	$2.71M	Buy	9,160 +550	+6%	+$166K	0.72%	39
2025 Q3	$2.74M	Buy	8,610 +560	+7%	+$171K	0.79%	38
2025 Q2	$2.49M	Buy	8,050 +423	+6%	+$120K	0.8%	37
2025 Q1	$2M	Sell	7,627 -110	-1%	-$31.3K	0.78%	33
2024 Q4	$2.29M	Buy	7,737 +81	+1%	+$23.9K	0.89%	29
2024 Q3	$2.11M	Buy	7,656 +2,411	+46%	+$607K	0.86%	29
2024 Q2	$1.3M	Buy	5,245 +86	+2%	+$19.3K	0.56%	54
2024 Q1	$1.34M	Buy	5,159 +532	+11%	+$135K	0.59%	57
2023 Q4	$1.13M	Buy	4,627 +1,229	+36%	+$265K	0.56%	58
2023 Q3	$703K	Buy	+3,398	New	+$714K	0.41%	80

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Fortem Financial Group increased its Autodesk (ADSK) stake by 9.2% in Q2 2026, buying an estimated $234K and bringing the position to 12,147 shares worth $2.36M. The position accounts for 0.48% of the portfolio, ranked #57.

Fortem Financial Group first reported a position in ADSK in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.74M in Q3 2025. 286 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Fortem Financial Group held 12,147 shares of Autodesk worth $2.36M as of Q2 2026.
Fortem Financial Group bought 1,026 Autodesk shares in Q2 2026, an estimated $234K.
Autodesk made up 0.48% of Fortem Financial Group's portfolio in Q2 2026, its #57 holding.
Fortem Financial Group first reported a position in Autodesk in Q3 2023 and has held it in 12 quarters since.
Fortem Financial Group's Autodesk position peaked at $2.74M in Q3 2025.
286 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.