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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
Q1 		$18.9K Buy
+79
New +$19.9K 0.01% 413

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 Investment Management's ADSK Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Autodesk (ADSK) in Q1 2026: 79 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings.

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

  • Synergy Investment Management held 79 shares of Autodesk worth $18.9K as of Q1 2026.
  • Autodesk was a new Synergy Investment Management position in Q1 2026.
  • Autodesk made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #413 holding.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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