AWM
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Accurate Wealth Management’s Autodesk ADSK Stock Holding History

Accurate 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
Q4 		– Sell
-978
Closed -$300K – 506
2025
Q3 		$300K Buy
+978
New +$298K 0.04% 393
2023
Q1 		– Sell
-2,370
Closed -$458K – 265
2022
Q4 		$458K Buy
+2,370
New +$476K 0.17% 110

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Accurate Wealth Management's ADSK Position: Q4 2025 in Review

Accurate Wealth Management sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 978 shares — an estimated $300K sold.

Accurate Wealth Management first reported a position in ADSK in Q4 2022 and held it in 2 quarters. The position peaked at $458K in Q4 2022. 1,432 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Accurate Wealth Management reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 978 Autodesk shares in Q4 2025, an estimated $300K.
  • Accurate Wealth Management first reported a position in Autodesk in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's Autodesk position peaked at $458K in Q4 2022.
  • 1,432 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.