Summit Securities Group
ADSK icon

Summit Securities Group’s Autodesk ADSK Stock Holding History

Summit Securities 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
Q3 		$54.3K Buy
+260
New +$59.3K 0.01% 552
2026
Q1 		– Sell
-639
Closed -$189K – 1024
2025
Q4 		$189K Buy
639
+570
+826% +$172K 0.02% 340
2025
Q3 		$21.9K Sell
69
-749
-92% -$228K ﹤0.01% 748
2025
Q2 		$253K Buy
+818
New +$232K 0.05% 216
2025
Q1 		– Sell
-34
Closed -$10K – 769
2024
Q4 		$10K Buy
+34
New +$10K ﹤0.01% 462
2024
Q3 		– Sell
-29
Closed -$7K – 536
2024
Q2 		$7K Buy
+29
New +$6.52K ﹤0.01% 462
2024
Q1 		– Sell
-17
Closed -$4K – 426
2023
Q4 		$4K Sell
17
-7
-29% -$1.51K ﹤0.01% 568
2023
Q3 		$5K Sell
24
-49
-67% -$10.3K ﹤0.01% 460
2023
Q2 		$15K Buy
73
+72
+7,200% +$14.4K ﹤0.01% 697
2023
Q1 		$0 Buy
+1
New +$206 ﹤0.01% 774
2022
Q4 		– Sell
-829
Closed -$155K – 1132
2022
Q3 		$155K Buy
+829
New +$168K 0.01% 458
2022
Q2 		– Sell
-997
Closed -$214K – 925
2022
Q1 		$214K Buy
+997
New +$230K 0.02% 370
2021
Q3 		– Sell
-831
Closed -$243K – 672
2021
Q2 		$243K Buy
+831
New +$237K 0.02% 601
2017
Q3 		– Sell
-14,401
Closed -$1.45M – 203
2017
Q2 		$1.45M Sell
14,401
-10,704
-43% -$1.06M 0.26% 44
2017
Q1 		$2.17M Buy
+25,105
New +$2.1M 0.63% 32
2015
Q1 		– Sell
-700
Closed -$42K – 372
2014
Q4 		$42K Buy
+700
New +$40.5K 0.01% 339
2014
Q3 		– Sell
-58
Closed -$3K – 690
2014
Q2 		$3K Buy
+58
New +$2.94K ﹤0.01% 466

Other funds holding ADSK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Summit Securities Group's ADSK Position: Q3 2026 in Review

Summit Securities Group opened a new position in Autodesk (ADSK) in Q3 2026: 260 shares worth $54.3K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in ADSK as recently as Q4 2025.

Summit Securities Group first reported a position in ADSK in Q2 2014 and has held it in 17 quarters since. The position peaked at $2.17M in Q1 2017. 676 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Summit Securities Group held 260 shares of Autodesk worth $54.3K as of Q3 2026.
  • Autodesk was a new Summit Securities Group position in Q3 2026.
  • Autodesk made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #552 holding.
  • Summit Securities Group first reported a position in Autodesk in Q2 2014 and has held it in 17 quarters since.
  • Summit Securities Group's Autodesk position peaked at $2.17M in Q1 2017.
  • 676 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.