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Summit Financial’s Autodesk ADSK Stock Holding History

Summit 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
Q2 		$2.54M Buy
13,077
+11,541
+751% +$2.64M 0.03% 566
2026
Q1 		$368K Buy
1,536
+75
+5% +$18.9K ﹤0.01% 1101
2025
Q4 		$432K Buy
1,461
+32
+2% +$9.68K 0.01% 938
2025
Q3 		$454K Sell
1,429
-249
-15% -$75.9K 0.01% 912
2025
Q2 		$519K Buy
1,678
+130
+8% +$36.9K 0.01% 569
2025
Q1 		$405K Sell
1,548
-984
-39% -$280K 0.01% 564
2024
Q4 		$748K Buy
2,532
+399
+19% +$118K 0.03% 374
2024
Q3 		$588K Buy
2,133
+918
+76% +$231K 0.02% 348
2024
Q2 		$301K Buy
+1,215
New +$273K 0.01% 414
2024
Q1 		– Sell
-837
Closed -$204K – 383
2023
Q4 		$204K Buy
+837
New +$181K 0.01% 342
2022
Q4 		– Sell
-1,601
Closed -$299K – 249
2022
Q3 		$299K Buy
+1,601
New +$324K 0.03% 213
2022
Q2 		– Sell
-1,135
Closed -$243K – 232
2022
Q1 		$243K Buy
+1,135
New +$261K 0.02% 229

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

Summit Financial's ADSK Position: Q2 2026 in Review

Summit Financial increased its Autodesk (ADSK) stake by 751% in Q2 2026, buying an estimated $2.64M and bringing the position to 13,077 shares worth $2.54M. The position accounts for 0.03% of the portfolio, ranked #566.

Summit Financial first reported a position in ADSK in Q1 2022 and has held it in 12 quarters since. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Summit Financial held 13,077 shares of Autodesk worth $2.54M as of Q2 2026.
  • Summit Financial bought 11,541 Autodesk shares in Q2 2026, an estimated $2.64M.
  • Autodesk made up 0.03% of Summit Financial's portfolio in Q2 2026, its #566 holding.
  • Summit Financial first reported a position in Autodesk in Q1 2022 and has held it in 12 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.