ACI
ADSK icon

Alpha Cubed Investments’s Autodesk ADSK Stock Holding History

Alpha Cubed Investments’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 		$201K Hold
680
– – 0.01% 285
2025
Q3 		$216K Sell
680
-8
-1% -$2.44K 0.01% 274
2025
Q2 		$213K Sell
688
-194
-22% -$55K 0.01% 278
2025
Q1 		$231K Buy
882
+87
+11% +$24.7K 0.01% 261
2024
Q4 		$235K Buy
+795
New +$235K 0.01% 226
2024
Q1 		– Sell
-1,218
Closed -$297K – 298
2023
Q4 		$297K Hold
1,218
– – 0.02% 206
2023
Q3 		$252K Hold
1,218
– – 0.02% 209
2023
Q2 		$249K Hold
1,218
– – 0.02% 215
2023
Q1 		$254K Sell
1,218
-135
-10% -$27.8K 0.02% 218
2022
Q4 		$253K Buy
1,353
+20
+2% +$4.01K 0.02% 232
2022
Q3 		$249K Sell
1,333
-531
-28% -$107K 0.02% 213
2022
Q2 		$321K Buy
1,864
+531
+40% +$102K 0.02% 226
2022
Q1 		$286K Buy
1,333
+20
+2% +$4.61K 0.02% 263
2021
Q4 		$369K Buy
1,313
+34
+3% +$9.91K 0.02% 203
2021
Q3 		$365K Hold
1,279
– – 0.03% 191
2021
Q2 		$373K Sell
1,279
-243
-16% -$69.3K 0.03% 192
2021
Q1 		$422K Hold
1,522
– – 0.03% 173
2020
Q4 		$465K Buy
1,522
+507
+50% +$134K 0.04% 161
2020
Q3 		$234K Sell
1,015
-24
-2% -$5.7K 0.02% 193
2020
Q2 		$249K Buy
+1,039
New +$204K 0.03% 179

Other funds holding ADSK

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return