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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
2024
Q1 		– Sell
-12,200
Closed -$2.97K – 425
2023
Q4 		$2.97K Buy
+12,200
New +$2.63M ﹤0.01% 337

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

Phoenix Financial's ADSK Position: Q2 2026 in Review

Phoenix Financial reduced its Autodesk (ADSK) stake by 21% in Q2 2026, selling an estimated $213K and leaving 3,552 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Phoenix Financial first reported a position in ADSK in Q2 2020 and has held it in 19 quarters since. The position peaked at $6.28M in Q3 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Phoenix Financial held 3,552 shares of Autodesk worth $690K as of Q2 2026.
  • Phoenix Financial sold 934 Autodesk shares in Q2 2026, an estimated $213K.
  • Autodesk made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #303 holding.
  • Phoenix Financial first reported a position in Autodesk in Q2 2020 and has held it in 19 quarters since.
  • Phoenix Financial's Autodesk position peaked at $6.28M in Q3 2024.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.