KF
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Krilogy Financial’s Autodesk ADSK Stock Holding History

Krilogy Financial’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 		– Sell
-1,523
Closed -$370K – 1074
2026
Q1 		$370K Sell
1,523
-6,134
-80% -$1.54M 0.01% 675
2025
Q4 		$2.09M Buy
7,657
+117
+2% +$35.4K 0.07% 207
2025
Q3 		$2.27M Buy
+7,540
New +$2.3M 0.09% 182
2023
Q1 		– Sell
-1,739
Closed -$325K – 404
2022
Q4 		$325K Sell
1,739
-1,795
-51% -$360K 0.03% 311
2022
Q3 		$660K Buy
3,534
+40
+1% +$8.08K 0.08% 175
2022
Q2 		$601K Buy
+3,494
New +$672K 0.07% 183
2018
Q2 		– Sell
-18
Closed -$2K – 158
2018
Q1 		$2K Hold
18
– – ﹤0.01% 673
2017
Q4 		$2K Hold
18
– – ﹤0.01% 671
2017
Q3 		$2K Buy
+18
New +$1.99K ﹤0.01% 719

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

Krilogy Financial's ADSK Position: Q2 2026 in Review

Krilogy Financial sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,523 shares — an estimated $370K sold.

Krilogy Financial first reported a position in ADSK in Q3 2017 and held it in 9 quarters. The position peaked at $2.27M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Krilogy Financial reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Krilogy Financial sold 1,523 Autodesk shares in Q2 2026, an estimated $370K.
  • Krilogy Financial first reported a position in Autodesk in Q3 2017 and held it in 9 quarters.
  • Krilogy Financial's Autodesk position peaked at $2.27M in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.