SSG
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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
2024
Q1 		– Sell
-2,000
Closed -$487K – 425
2023
Q4 		$487K Buy
+2,000
New +$432K 0.04% 190
2022
Q2 		– Sell
-500
Closed -$107K – 924
2022
Q1 		$107K Sell
500
-500
-50% -$115K 0.01% 492
2021
Q4 		$281K Buy
+1,000
New +$291K 0.01% 511
2021
Q2 		– Sell
-10
Closed -$277K – 689
2021
Q1 		$277K Buy
+10
New +$2.88K 0.03% 454
2019
Q4 		– Sell
-23
Closed -$340K – 425
2019
Q3 		$340K Buy
+23
New +$3.58K 0.03% 240

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.