PFA
ADSK icon

Peak Financial Advisors’s Autodesk ADSK Stock Holding History

Peak Financial Advisors’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 		$1.79M Buy
9,211
+3,980
+76% +$909K 0.74% 38
2026
Q1 		$1.25M Buy
5,231
+1,764
+51% +$443K 0.55% 40
2025
Q4 		$1.03M Buy
+3,467
New +$1.05M 0.46% 44

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Peak Financial Advisors's ADSK Position: Q2 2026 in Review

Peak Financial Advisors increased its Autodesk (ADSK) stake by 76% in Q2 2026, buying an estimated $909K and bringing the position to 9,211 shares worth $1.79M. The position accounts for 0.74% of the portfolio, ranked #38.

Peak Financial Advisors first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Peak Financial Advisors held 9,211 shares of Autodesk worth $1.79M as of Q2 2026.
  • Peak Financial Advisors bought 3,980 Autodesk shares in Q2 2026, an estimated $909K.
  • Autodesk made up 0.74% of Peak Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Peak Financial Advisors first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

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