AllSquare Wealth Management’s Autodesk ADSK Stock Holding History

AllSquare 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	$19.7K	Hold	62	–	–	0.01%	322
2025 Q2	$19.2K	Sell	62 -100	-62%	-$28.4K	0.01%	323
2025 Q1	$42.4K	Buy	162 +100	+161%	+$28.4K	0.03%	225
2024 Q4	$18.3K	Hold	62	–	–	0.01%	322
2024 Q3	$17.1K	Hold	62	–	–	0.01%	328
2024 Q2	$15.3K	Hold	62	–	–	0.01%	332
2024 Q1	$16.1K	Hold	62	–	–	0.01%	334
2023 Q4	$15.1K	Hold	62	–	–	0.01%	328
2023 Q3	$12.8K	Hold	62	–	–	0.01%	347
2023 Q2	$12.1K	Hold	62	–	–	0.01%	362
2023 Q1	$12.9K	Hold	62	–	–	0.01%	347
2022 Q4	$11.6K	Hold	62	–	–	0.01%	348
2022 Q3	$12K	Hold	62	–	–	0.01%	332
2022 Q2	$11K	Hold	62	–	–	0.01%	354
2022 Q1	$13K	Hold	62	–	–	0.01%	351
2021 Q4	$17K	Hold	62	–	–	0.01%	338
2021 Q3	$18K	Hold	62	–	–	0.01%	313
2021 Q2	$18K	Hold	62	–	–	0.01%	328
2021 Q1	$17K	Hold	62	–	–	0.01%	325
2020 Q4	$19K	Hold	62	–	–	0.01%	282
2020 Q3	$14K	Hold	62	–	–	0.01%	298
2020 Q2	$15K	Hold	62	–	–	0.01%	284
2020 Q1	$10K	Hold	62	–	–	0.01%	302
2019 Q4	$11K	Hold	62	–	–	0.01%	316
2019 Q3	$9K	Hold	62	–	–	0.01%	328
2019 Q2	$10K	Hold	62	–	–	0.01%	331
2019 Q1	$10K	Hold	62	–	–	0.01%	326
2018 Q4	$8K	Hold	62	–	–	0.01%	335
2018 Q3	$10K	Hold	62	–	–	0.01%	340
2018 Q2	$8K	Buy	+62	New	+$8.21K	0.01%	356

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

AllSquare Wealth Management held its Autodesk (ADSK) position steady in Q3 2025 at 62 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #322.

AllSquare Wealth Management first reported a position in ADSK in Q2 2018 and has held it in 30 quarters since. The position peaked at $42.4K in Q1 2025. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

AllSquare Wealth Management held 62 shares of Autodesk worth $19.7K as of Q3 2025.
AllSquare Wealth Management left its Autodesk share count unchanged in Q3 2025.
Autodesk made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #322 holding.
AllSquare Wealth Management first reported a position in Autodesk in Q2 2018 and has held it in 30 quarters since.
AllSquare Wealth Management's Autodesk position peaked at $42.4K in Q1 2025.
1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.