SFS
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Sowell Financial Services’s Autodesk ADSK Stock Holding History

Sowell Financial Services’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 		$428K Sell
2,204
-1,357
-38% -$310K 0.01% 700
2026
Q1 		$852K Buy
3,561
+1,167
+49% +$293K 0.03% 476
2025
Q4 		$709K Buy
2,394
+53
+2% +$16K 0.03% 532
2025
Q3 		$744K Buy
2,341
+1,053
+82% +$321K 0.03% 513
2025
Q2 		$399K Buy
1,288
+52
+4% +$14.8K 0.02% 676
2025
Q1 		$324K Buy
+1,236
New +$352K 0.01% 731
2023
Q2 		– Sell
-1,378
Closed -$287K – 555
2023
Q1 		$287K Buy
+1,378
New +$284K 0.02% 571
2021
Q2 		– Sell
-2,284
Closed -$649K – 549
2021
Q1 		$649K Sell
2,284
-1,438
-39% -$415K 0.02% 547
2020
Q4 		$1.14M Buy
3,722
+68
+2% +$17.9K 0.05% 302
2020
Q3 		$844K Buy
3,654
+695
+23% +$165K 0.04% 340
2020
Q2 		$708K Sell
2,959
-1,203
-29% -$236K 0.04% 361
2020
Q1 		$650K Buy
4,162
+1,755
+73% +$322K 0.05% 328
2019
Q4 		$442K Buy
2,407
+1,210
+101% +$196K 0.03% 483
2019
Q3 		$177K Buy
+1,197
New +$186K 0.01% 679
2017
Q1 		– Sell
-1
Closed – – 259
2016
Q4 		$0 Buy
+1
New +$74 ﹤0.01% 641

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

Sowell Financial Services's ADSK Position: Q2 2026 in Review

Sowell Financial Services reduced its Autodesk (ADSK) stake by 38% in Q2 2026, selling an estimated $310K and leaving 2,204 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #700.

Sowell Financial Services first reported a position in ADSK in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.14M in Q4 2020. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Sowell Financial Services held 2,204 shares of Autodesk worth $428K as of Q2 2026.
  • Sowell Financial Services sold 1,357 Autodesk shares in Q2 2026, an estimated $310K.
  • Autodesk made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #700 holding.
  • Sowell Financial Services first reported a position in Autodesk in Q4 2016 and has held it in 15 quarters since.
  • Sowell Financial Services's Autodesk position peaked at $1.14M in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.