SYM Financial Corp’s Autodesk ADSK Stock Holding History

SYM Financial Corp’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	-948	Closed	-$281K	–	415
2025 Q4	$281K	Buy	948 +248	+35%	+$75K	0.03%	241
2025 Q3	$222K	Sell	700 -268	-28%	-$81.7K	0.02%	291
2025 Q2	$300K	Buy	+968	New	+$275K	0.03%	214

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SYM Financial Corp's ADSK Position: Q1 2026 in Review

SYM Financial Corp sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 948 shares — an estimated $281K sold.

SYM Financial Corp first reported a position in ADSK in Q2 2025 and held it in 3 quarters. The position peaked at $300K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

SYM Financial Corp reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 948 Autodesk shares in Q1 2026, an estimated $281K.
SYM Financial Corp first reported a position in Autodesk in Q2 2025 and held it in 3 quarters.
SYM Financial Corp's Autodesk position peaked at $300K in Q2 2025.
1,312 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.