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Summit Wealth Group (Colorado)’s Autodesk ADSK Stock Holding History

Summit Wealth Group (Colorado)’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 		$212K Buy
+887
New +$223K 0.02% 321

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 Wealth Group (Colorado)'s ADSK Position: Q1 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Autodesk (ADSK) in Q1 2026: 887 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #321 among its holdings.

1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Summit Wealth Group (Colorado) held 887 shares of Autodesk worth $212K as of Q1 2026.
  • Autodesk was a new Summit Wealth Group (Colorado) position in Q1 2026.
  • Autodesk made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #321 holding.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.