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RFG Advisory’s Autodesk ADSK Stock Holding History

RFG Advisory’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 		– Sell
-1,949
Closed -$467K – 1128
2026
Q1 		$467K Buy
1,949
+670
+52% +$168K 0.01% 765
2025
Q4 		$379K Buy
1,279
+550
+75% +$166K 0.01% 787
2025
Q3 		$232K Buy
+729
New +$222K ﹤0.01% 889
2023
Q3 		– Sell
-1,717
Closed -$351K – 625
2023
Q2 		$351K Sell
1,717
-109
-6% -$21.8K 0.02% 491
2023
Q1 		$380K Sell
1,826
-67
-4% -$13.8K 0.02% 463
2022
Q4 		$423K Buy
1,893
+172
+10% +$34.5K 0.02% 443
2022
Q3 		$342K Buy
1,721
+58
+3% +$11.7K 0.02% 459
2022
Q2 		$369K Buy
1,663
+5
+0.3% +$962 0.02% 415
2022
Q1 		$355K Sell
1,658
-133
-7% -$30.6K 0.02% 388
2021
Q4 		$504K Buy
1,791
+37
+2% +$10.8K 0.03% 304
2021
Q3 		$500K Buy
1,754
+95
+6% +$29.1K 0.04% 274
2021
Q2 		$484K Sell
1,659
-45
-3% -$12.8K 0.04% 272
2021
Q1 		$472K Sell
1,704
-41
-2% -$11.8K 0.05% 263
2020
Q4 		$558K Sell
1,745
-428
-20% -$113K 0.07% 220
2020
Q3 		$502K Buy
2,173
+101
+5% +$24K 0.07% 224
2020
Q2 		$496K Sell
2,072
-44
-2% -$8.65K 0.08% 207
2020
Q1 		$330K Sell
2,116
-277
-12% -$50.8K 0.06% 246
2019
Q4 		$439K Buy
2,393
+211
+10% +$34.2K 0.07% 214
2019
Q3 		$322K Sell
2,182
-578
-21% -$89.9K 0.06% 232
2019
Q2 		$450K Buy
+2,760
New +$464K 0.1% 173

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

RFG Advisory's ADSK Position: Q2 2026 in Review

RFG Advisory sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,949 shares — an estimated $467K sold.

RFG Advisory first reported a position in ADSK in Q2 2019 and held it in 20 quarters. The position peaked at $558K in Q4 2020. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • RFG Advisory reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 1,949 Autodesk shares in Q2 2026, an estimated $467K.
  • RFG Advisory first reported a position in Autodesk in Q2 2019 and held it in 20 quarters.
  • RFG Advisory's Autodesk position peaked at $558K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.