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Synergy Investment Management’s Autodesk ADSK Stock Holding History

Synergy Investment Management’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 		$20.6K Buy
98
+19
+24% +$4.34K 0.01% 510
2026
Q1 		$18.9K Buy
+79
New +$19.9K 0.01% 413

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 $3.38T AUM 44.17% 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

Synergy Investment Management's ADSK Position: Q2 2026 in Review

Synergy Investment Management increased its Autodesk (ADSK) stake by 24% in Q2 2026, buying an estimated $4.34K and bringing the position to 98 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #510.

Synergy Investment Management first reported a position in ADSK in Q1 2026 and has held it in 2 quarters since. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Synergy Investment Management held 98 shares of Autodesk worth $20.6K as of Q2 2026.
  • Synergy Investment Management bought 19 Autodesk shares in Q2 2026, an estimated $4.34K.
  • Autodesk made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #510 holding.
  • Synergy Investment Management first reported a position in Autodesk in Q1 2026 and has held it in 2 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.