SAG
ADSK icon

SageView Advisory Group’s Autodesk ADSK Stock Holding History

SageView Advisory 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 		$5.96M Sell
30,633
-85
-0.3% -$19.4K 0.2% 72
2026
Q1 		$7.35M Sell
30,718
-47
-0.2% -$11.8K 0.27% 45
2025
Q4 		$9.11M Buy
30,765
+39
+0.1% +$11.8K 0.31% 42
2025
Q3 		$9.76M Sell
30,726
-3,135
-9% -$955K 0.34% 37
2025
Q2 		$10.3M Buy
33,861
+32
+0.1% +$9.08K 0.39% 29
2025
Q1 		$8.86M Buy
33,829
+23
+0.1% +$6.54K 0.38% 33
2024
Q4 		$9.99M Buy
33,806
+54
+0.2% +$16K 0.43% 31
2024
Q3 		$9.3M Sell
33,752
-1,328
-4% -$334K 0.47% 31
2024
Q2 		$8.68M Buy
35,080
+149
+0.4% +$33.5K 0.4% 34
2024
Q1 		$9.1M Sell
34,931
-139
-0.4% -$35.2K 0.46% 31
2023
Q4 		$8.99M Buy
35,070
+204
+0.6% +$44.1K 0.39% 33
2023
Q3 		$7.21M Sell
34,866
-116
-0.3% -$24.4K 0.41% 35
2023
Q2 		$7.16M Sell
34,982
-9
-0% -$1.8K 0.4% 37
2023
Q1 		$7.28M Sell
34,991
-606
-2% -$125K 0.46% 36
2022
Q4 		$6.65M Buy
+35,597
New +$7.14M 0.54% 41

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 $3.37T AUM 44.26% 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

SageView Advisory Group's ADSK Position: Q2 2026 in Review

SageView Advisory Group reduced its Autodesk (ADSK) stake by 0.28% in Q2 2026, selling an estimated $19.4K and leaving 30,633 shares worth $5.96M. The position accounts for 0.2% of the portfolio, ranked #72.

SageView Advisory Group first reported a position in ADSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • SageView Advisory Group held 30,633 shares of Autodesk worth $5.96M as of Q2 2026.
  • SageView Advisory Group sold 85 Autodesk shares in Q2 2026, an estimated $19.4K.
  • Autodesk made up 0.2% of SageView Advisory Group's portfolio in Q2 2026, its #72 holding.
  • SageView Advisory Group first reported a position in Autodesk in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Autodesk position peaked at $10.3M in Q2 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.