MFG
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Merit Financial Group’s Autodesk ADSK Stock Holding History

Merit 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 		$1.04M Sell
5,343
-1,525
-22% -$348K 0.01% 1060
2026
Q1 		$1.64M Sell
6,868
-3,516
-34% -$884K 0.01% 763
2025
Q4 		$3.07M Buy
10,384
+1,135
+12% +$343K 0.02% 497
2025
Q3 		$2.94M Sell
9,249
-530
-5% -$162K 0.03% 447
2025
Q2 		$3.03M Buy
9,779
+2,796
+40% +$793K 0.03% 403
2025
Q1 		$1.83M Buy
6,983
+5,255
+304% +$1.49M 0.03% 450
2024
Q4 		$511K Buy
1,728
+790
+84% +$233K 0.01% 722
2024
Q3 		$258K Sell
938
-845
-47% -$213K 0.01% 706
2024
Q2 		$441K Sell
1,783
-789
-31% -$177K 0.01% 610
2024
Q1 		$553K Buy
2,572
+1,332
+107% +$337K 0.01% 549
2023
Q4 		$302K Buy
+1,240
New +$268K 0.01% 622
2023
Q2 		– Sell
-1,373
Closed -$286K – 746
2023
Q1 		$286K Buy
1,373
+94
+7% +$19.4K 0.01% 520
2022
Q4 		$239K Buy
1,279
+201
+19% +$40.3K 0.01% 595
2022
Q3 		$201K Sell
1,078
-116
-10% -$23.4K 0.01% 518
2022
Q2 		$205K Buy
+1,194
New +$230K 0.01% 516

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Merit Financial Group reduced its Autodesk (ADSK) stake by 22% in Q2 2026, selling an estimated $348K and leaving 5,343 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1060.

Merit Financial Group first reported a position in ADSK in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.07M in Q4 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Merit Financial Group held 5,343 shares of Autodesk worth $1.04M as of Q2 2026.
  • Merit Financial Group sold 1,525 Autodesk shares in Q2 2026, an estimated $348K.
  • Autodesk made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1060 holding.
  • Merit Financial Group first reported a position in Autodesk in Q2 2022 and has held it in 15 quarters since.
  • Merit Financial Group's Autodesk position peaked at $3.07M in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.