Marshall Financial Group (Maryland)’s Autodesk ADSK Stock Holding History

Marshall Financial Group (Maryland)’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	$207K	Sell	1,063 -2,748	-72%	-$628K	0.03%	302
2026 Q1	$912K	Sell	3,811 -41	-1%	-$10.3K	0.15%	130
2025 Q4	$1.14M	Sell	3,852 -661	-15%	-$200K	0.22%	100
2025 Q3	$1.43M	Buy	4,513 +118	+3%	+$36K	0.28%	83
2025 Q2	$1.39M	Sell	4,395 -226	-5%	-$64.1K	0.27%	78
2025 Q1	$1.21M	Buy	4,621 +167	+4%	+$47.5K	0.26%	87
2024 Q4	$1.32M	Sell	4,454 -37	-0.8%	-$10.9K	0.32%	75
2024 Q3	$1.24M	Buy	4,491 +35	+0.8%	+$8.81K	0.3%	85
2024 Q2	$1.1M	Buy	4,456 +242	+6%	+$54.4K	0.31%	85
2024 Q1	$1.1M	Buy	4,214 +303	+8%	+$76.7K	0.32%	84
2023 Q4	$952K	Buy	3,911 +591	+18%	+$128K	0.31%	83
2023 Q3	$687K	Buy	3,320 +193	+6%	+$40.6K	0.25%	107
2023 Q2	$640K	Buy	3,127 +172	+6%	+$34.4K	0.22%	114
2023 Q1	$615K	Buy	+2,955	New	+$608K	0.22%	121

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

Marshall Financial Group (Maryland)'s ADSK Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Autodesk (ADSK) stake by 72% in Q2 2026, selling an estimated $628K and leaving 1,063 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #302.

Marshall Financial Group (Maryland) first reported a position in ADSK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.43M in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Marshall Financial Group (Maryland) held 1,063 shares of Autodesk worth $207K as of Q2 2026.
Marshall Financial Group (Maryland) sold 2,748 Autodesk shares in Q2 2026, an estimated $628K.
Autodesk made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #302 holding.
Marshall Financial Group (Maryland) first reported a position in Autodesk in Q1 2023 and has held it in 14 quarters since.
Marshall Financial Group (Maryland)'s Autodesk position peaked at $1.43M in Q3 2025.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.