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Autodesk shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Autodesk (ADSK) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Autodesk

Tip: Access up to 7 years of quarterly data

All positions including Autodesk held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Autodesk by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 887 239.40
2025-09-30 $2.0M 9.7k 206.90

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Autodesk

BlackRock
Vanguard Group
State Street Corporation
Loomis, Sayles and
Geode Capital Management
FMR
Investec Asset Management
Massachusetts Financial Services
Ubs Global Asset Management Americas
Arrowstreet Capital, Limited Partnership
Norges Bank Investment Management
Northern Trust
Amundi
Invesco
Brown Advisory Holdings Incorporated

View all funds holding Autodesk