AWM
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Accredited Wealth Management’s Autodesk ADSK Stock Holding History

Accredited Wealth 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
2025
Q3 		$27.6K Buy
3,022
+2,935
+3,374% +$894K 0.02% 178
2025
Q2 		$26.9K Buy
+87
New +$24.7K 0.02% 180

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Accredited Wealth Management's ADSK Position: Q3 2025 in Review

Accredited Wealth Management increased its Autodesk (ADSK) stake by 3,374% in Q3 2025, buying an estimated $894K and bringing the position to 3,022 shares worth $27.6K. The position accounts for 0.02% of the portfolio, ranked #178.

Accredited Wealth Management first reported a position in ADSK in Q2 2025 and has held it in 2 quarters since. 1,398 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Accredited Wealth Management held 3,022 shares of Autodesk worth $27.6K as of Q3 2025.
  • Accredited Wealth Management bought 2,935 Autodesk shares in Q3 2025, an estimated $894K.
  • Autodesk made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #178 holding.
  • Accredited Wealth Management first reported a position in Autodesk in Q2 2025 and has held it in 2 quarters since.
  • 1,398 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.