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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
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 +$6.51K ﹤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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Summit Securities Group's ADSK Position: Q1 2026 in Review

Summit Securities Group sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 639 shares — an estimated $189K sold.

Summit Securities Group first reported a position in ADSK in Q2 2014 and held it in 16 quarters. The position peaked at $2.17M in Q1 2017. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Summit Securities Group reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 639 Autodesk shares in Q1 2026, an estimated $189K.
  • Summit Securities Group first reported a position in Autodesk in Q2 2014 and held it in 16 quarters.
  • Summit Securities Group's Autodesk position peaked at $2.17M in Q1 2017.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.