IFG
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Independent Financial Group’s Autodesk ADSK Stock Holding History

Independent 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 		$431K Sell
2,219
-829
-27% -$189K 0.01% 1056
2026
Q1 		$730K Sell
3,048
-483
-14% -$121K 0.02% 751
2025
Q4 		$1.05M Sell
3,531
-233
-6% -$70.5K 0.02% 604
2025
Q3 		$1.2M Sell
3,764
-93
-2% -$28.3K 0.03% 551
2025
Q2 		$1.19M Sell
3,857
-355
-8% -$101K 0.03% 490
2025
Q1 		$1.1M Sell
4,212
-24
-0.6% -$6.83K 0.04% 459
2024
Q4 		$1.25M Sell
4,236
-134
-3% -$39.6K 0.04% 412
2024
Q3 		$1.2M Buy
4,370
+204
+5% +$51.4K 0.04% 394
2024
Q2 		$1.03M Buy
4,166
+2,631
+171% +$591K 0.04% 403
2024
Q1 		$400K Sell
1,535
-49
-3% -$12.4K 0.02% 661
2023
Q4 		$386K Buy
1,584
+5
+0.3% +$1.08K 0.02% 637
2023
Q3 		$327K Buy
1,579
+5
+0.3% +$1.05K 0.02% 627
2023
Q2 		$322K Buy
1,574
+89
+6% +$17.8K 0.02% 617
2023
Q1 		$309K Buy
1,485
+122
+9% +$25.1K 0.02% 591
2022
Q4 		$255K Buy
1,363
+12
+0.9% +$2.41K 0.02% 616
2022
Q3 		$253K Sell
1,351
-310
-19% -$62.6K 0.02% 589
2022
Q2 		$286K Buy
1,661
+245
+17% +$47.1K 0.03% 517
2022
Q1 		$304K Buy
1,416
+51
+4% +$11.7K 0.02% 592
2021
Q4 		$384K Buy
1,365
+36
+3% +$10.5K 0.03% 504
2021
Q3 		$379K Buy
1,329
+350
+36% +$107K 0.04% 445
2021
Q2 		$286K Buy
979
+50
+5% +$14.3K 0.03% 544
2021
Q1 		$257K Buy
+929
New +$268K 0.03% 511

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

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

Independent Financial Group reduced its Autodesk (ADSK) stake by 27% in Q2 2026, selling an estimated $189K and leaving 2,219 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #1056.

Independent Financial Group first reported a position in ADSK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.25M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Independent Financial Group held 2,219 shares of Autodesk worth $431K as of Q2 2026.
  • Independent Financial Group sold 829 Autodesk shares in Q2 2026, an estimated $189K.
  • Autodesk made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1056 holding.
  • Independent Financial Group first reported a position in Autodesk in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's Autodesk position peaked at $1.25M in Q4 2024.
  • 1,190 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.