AF
ADSK icon

Apexium Financial’s Autodesk ADSK Stock Holding History

Apexium Financial’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 		$201K Buy
+634
New +$193K 0.01% 282

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Apexium Financial's ADSK Position: Q3 2025 in Review

Apexium Financial opened a new position in Autodesk (ADSK) in Q3 2025: 634 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings.

1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Apexium Financial held 634 shares of Autodesk worth $201K as of Q3 2025.
  • Autodesk was a new Apexium Financial position in Q3 2025.
  • Autodesk made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #282 holding.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.