Aptus Capital Advisors’s Autodesk ADSK Stock Holding History

Aptus 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	$235K	Sell	983 -975	-50%	-$245K	﹤0.01%	960
2025 Q4	$580K	Buy	1,958 +307	+19%	+$92.9K	﹤0.01%	695
2025 Q3	$524K	Sell	1,651 -173	-9%	-$52.7K	﹤0.01%	690
2025 Q2	$565K	Buy	1,824 +179	+11%	+$50.8K	﹤0.01%	652
2025 Q1	$431K	Buy	1,645 +171	+12%	+$48.6K	﹤0.01%	678
2024 Q4	$436K	Buy	1,474 +173	+13%	+$51.1K	﹤0.01%	678
2024 Q3	$358K	Buy	1,301 +15	+1%	+$3.78K	0.01%	621
2024 Q2	$318K	Buy	1,286 +22	+2%	+$4.94K	0.01%	609
2024 Q1	$329K	Buy	1,264 +360	+40%	+$91.1K	0.01%	609
2023 Q4	$220K	Buy	+904	New	+$195K	0.01%	525
2019 Q3	–	Sell	-15,934	Closed	-$2.6M	–	470
2019 Q2	$2.6M	Sell	15,934 -1,316	-8%	-$221K	0.37%	42
2019 Q1	$2.69M	Buy	+17,250	New	+$2.58M	0.46%	39

Other funds holding ADSK

BlackRock New York $5.72T 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return