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Phoenix Financial’s Autodesk ADSK Stock Holding History

Phoenix 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
Q1 		$1.07M Sell
4,486
-5,152
-53% -$1.29M 0.01% 225
2025
Q4 		$2.86M Sell
9,638
-1,730
-15% -$523K 0.03% 159
2025
Q3 		$3.61M Buy
11,368
+9,811
+630% +$2.99M 0.04% 156
2025
Q2 		$482K Sell
1,557
-9,693
-86% -$2.75M 0.01% 289
2025
Q1 		$2.95M Sell
11,250
-6,556
-37% -$1.86M 0.05% 158
2024
Q4 		$5.26M Sell
17,806
-4,996
-22% -$1.48M 0.07% 128
2024
Q3 		$6.28M Buy
22,802
+845
+4% +$213K 0.09% 118
2024
Q2 		$5.43M Buy
21,957
+21,130
+2,555% +$4.75M 0.08% 130
2024
Q1 		$215K Sell
827
-10,958
-93% -$2.77M ﹤0.01% 372
2023
Q4 		$3.22M Buy
+11,785
New +$2.54M 0.05% 155
2023
Q2 		– Sell
-2,247
Closed -$449K – 315
2023
Q1 		$449K Buy
+2,247
New +$463K 0.01% 222
2022
Q3 		– Sell
-1,984
Closed -$343K – 338
2022
Q2 		$343K Sell
1,984
-288
-13% -$55.4K 0.01% 305
2022
Q1 		$487K Buy
2,272
+1,554
+216% +$358K 0.01% 291
2021
Q4 		$202K Sell
718
-4,805
-87% -$1.4M ﹤0.01% 366
2021
Q3 		$1.58M Buy
+5,523
New +$1.69M 0.03% 235
2021
Q2 		– Sell
-4,944
Closed -$1.33M – 299
2021
Q1 		$1.33M Buy
4,944
+3,298
+200% +$951K 0.03% 260
2020
Q4 		$491K Buy
+1,646
New +$434K 0.01% 257
2020
Q3 		– Sell
-1,071
Closed -$236K – 320
2020
Q2 		$236K Buy
+1,071
New +$211K 0.01% 280

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Phoenix Financial's ADSK Position: Q1 2026 in Review

Phoenix Financial reduced its Autodesk (ADSK) stake by 53% in Q1 2026, selling an estimated $1.29M and leaving 4,486 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #225.

Phoenix Financial first reported a position in ADSK in Q2 2020 and has held it in 18 quarters since. The position peaked at $6.28M in Q3 2024. 1,315 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Phoenix Financial held 4,486 shares of Autodesk worth $1.07M as of Q1 2026.
  • Phoenix Financial sold 5,152 Autodesk shares in Q1 2026, an estimated $1.29M.
  • Autodesk made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #225 holding.
  • Phoenix Financial first reported a position in Autodesk in Q2 2020 and has held it in 18 quarters since.
  • Phoenix Financial's Autodesk position peaked at $6.28M in Q3 2024.
  • 1,315 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.