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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Alpha Cubed Investments's ADSK Position: Q4 2025 in Review

Alpha Cubed Investments held its Autodesk (ADSK) position steady in Q4 2025 at 680 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #285.

Alpha Cubed Investments first reported a position in ADSK in Q2 2020 and has held it in 20 quarters since. The position peaked at $465K in Q4 2020. 1,435 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Alpha Cubed Investments held 680 shares of Autodesk worth $201K as of Q4 2025.
  • Alpha Cubed Investments left its Autodesk share count unchanged in Q4 2025.
  • Autodesk made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #285 holding.
  • Alpha Cubed Investments first reported a position in Autodesk in Q2 2020 and has held it in 20 quarters since.
  • Alpha Cubed Investments's Autodesk position peaked at $465K in Q4 2020.
  • 1,435 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.