Anchor Capital Advisors’s Autodesk ADSK Stock Holding History

Anchor Capital Advisors’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
2026 Q1	$35.2M	Sell	147,030 -511	-0.3%	-$128K	1%	42
2025 Q4	$43.7M	Sell	147,541 -3,387	-2%	-$1.02M	1.27%	34
2025 Q3	$47.9M	Sell	150,928 -4,405	-3%	-$1.34M	1.39%	24
2025 Q2	$48.1M	Sell	155,333 -5,387	-3%	-$1.53M	1.41%	18
2025 Q1	$42.1M	Buy	160,720 +23,664	+17%	+$6.73M	1.26%	30
2024 Q4	$40.5M	Sell	137,056 -9,876	-7%	-$2.92M	1.16%	29
2024 Q3	$40.5M	Sell	146,932 -4,131	-3%	-$1.04M	1.08%	36
2024 Q2	$37.4M	Sell	151,063 -3,667	-2%	-$824K	1.05%	39
2024 Q1	$40.3M	Sell	154,730 -11,362	-7%	-$2.88M	1.06%	37
2023 Q4	$40.4M	Sell	166,092 -12,290	-7%	-$2.65M	1.07%	39
2023 Q3	$36.9M	Sell	178,382 -7,119	-4%	-$1.5M	1.03%	39
2023 Q2	$38M	Buy	185,501 +668	+0.4%	+$134K	0.98%	44
2023 Q1	$38.5M	Buy	+184,833	New	+$38.1M	1.02%	42

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Loomis, Sayles & Company

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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