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Synergy Financial Group’s Autodesk ADSK Stock Holding History

Synergy Financial 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
-787
Closed -$233K – 124
2025
Q4 		$233K Sell
787
-134
-15% -$40.5K 0.16% 102
2025
Q3 		$293K Buy
921
+25
+3% +$7.62K 0.2% 91
2025
Q2 		$277K Sell
896
-89
-9% -$25.2K 0.2% 92
2025
Q1 		$258K Buy
985
+94
+11% +$26.7K 0.23% 91
2024
Q4 		$263K Sell
891
-183
-17% -$54.1K 0.22% 80
2024
Q3 		$296K Buy
1,074
+7
+0.7% +$1.76K 0.28% 68
2024
Q2 		$264K Sell
1,067
-1
-0.1% -$225 0.28% 66
2024
Q1 		$278K Buy
1,068
+24
+2% +$6.07K 0.31% 66
2023
Q4 		$254K Buy
1,044
+12
+1% +$2.59K 0.31% 69
2023
Q3 		$214K Buy
1,032
+43
+4% +$9.04K 0.3% 73
2023
Q2 		$202K Hold
989
– – 0.27% 80
2023
Q1 		$206K Sell
989
-254
-20% -$52.3K 0.33% 76
2022
Q4 		$232K Sell
1,243
-532
-30% -$107K 0.46% 64
2022
Q3 		$332K Buy
1,775
+93
+6% +$18.8K 0.5% 55
2022
Q2 		$289K Hold
1,682
– – 0.45% 64
2022
Q1 		$361K Hold
1,682
– – 0.38% 63
2021
Q4 		$473K Buy
+1,682
New +$490K 0.42% 58

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

Synergy Financial Group's ADSK Position: Q1 2026 in Review

Synergy Financial Group sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 787 shares — an estimated $233K sold.

Synergy Financial Group first reported a position in ADSK in Q4 2021 and held it in 17 quarters. The position peaked at $473K in Q4 2021. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Synergy Financial Group reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Synergy Financial Group sold 787 Autodesk shares in Q1 2026, an estimated $233K.
  • Synergy Financial Group first reported a position in Autodesk in Q4 2021 and held it in 17 quarters.
  • Synergy Financial Group's Autodesk position peaked at $473K in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.