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Anderson Financial Strategies’s Autodesk ADSK Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-73
Closed -$19.1K – 47
2025
Q1 		$19.1K Buy
+73
New +$20.8K 0.01% 137

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anderson Financial Strategies's ADSK Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 73 shares — an estimated $19.1K sold.

Anderson Financial Strategies first reported a position in ADSK in Q1 2025 and held it in 1 quarter. The position peaked at $19.1K in Q1 2025. 1,372 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 73 Autodesk shares in Q2 2025, an estimated $19.1K.
  • Anderson Financial Strategies first reported a position in Autodesk in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Autodesk position peaked at $19.1K in Q1 2025.
  • 1,372 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.