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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
Q2 		– Sell
-887
Closed -$212K – 397
2026
Q1 		$212K Buy
+887
New +$223K 0.02% 321
2025
Q4 		– Sell
-9,688
Closed -$2M – 282
2025
Q3 		$2M Buy
+9,688
New +$2.95M 0.21% 85

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 Wealth Group (Colorado)'s ADSK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 887 shares — an estimated $212K sold.

Summit Wealth Group (Colorado) first reported a position in ADSK in Q3 2025 and held it in 2 quarters. The position peaked at $2M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Summit Wealth Group (Colorado) reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 887 Autodesk shares in Q2 2026, an estimated $212K.
  • Summit Wealth Group (Colorado) first reported a position in Autodesk in Q3 2025 and held it in 2 quarters.
  • Summit Wealth Group (Colorado)'s Autodesk position peaked at $2M in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.