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Atria Wealth Solutions’s Autodesk ADSK Stock Holding History

Atria Wealth Solutions’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 		$687K Sell
2,217
-2,588
-54% -$734K 0.02% 787
2025
Q1 		$1.26M Sell
4,805
-114
-2% -$32.4K 0.02% 798
2024
Q4 		$1.45M Buy
4,919
+226
+5% +$66.8K 0.02% 766
2024
Q3 		$1.29M Buy
4,693
+498
+12% +$125K 0.01% 822
2024
Q2 		$1.04M Sell
4,195
-1,337
-24% -$300K 0.01% 882
2024
Q1 		$1.44M Sell
5,532
-163
-3% -$41.2K 0.02% 750
2023
Q4 		$1.39M Buy
5,695
+1,711
+43% +$369K 0.02% 740
2023
Q3 		$824K Sell
3,984
-713
-15% -$150K 0.01% 898
2023
Q2 		$961K Sell
4,697
-97
-2% -$19.4K 0.01% 848
2023
Q1 		$998K Sell
4,794
-18
-0.4% -$3.71K 0.01% 796
2022
Q4 		$899K Sell
4,812
-140
-3% -$28.1K 0.01% 798
2022
Q3 		$925K Sell
4,952
-4,997
-50% -$1.01M 0.02% 735
2022
Q2 		$1.58M Buy
9,949
+7,364
+285% +$1.42M 0.03% 522
2022
Q1 		$554K Buy
+2,585
New +$595K 0.01% 1010

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's ADSK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Autodesk (ADSK) stake by 54% in Q2 2025, selling an estimated $734K and leaving 2,217 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #787.

Atria Wealth Solutions first reported a position in ADSK in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.58M in Q2 2022. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Atria Wealth Solutions held 2,217 shares of Autodesk worth $687K as of Q2 2025.
  • Atria Wealth Solutions sold 2,588 Autodesk shares in Q2 2025, an estimated $734K.
  • Autodesk made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #787 holding.
  • Atria Wealth Solutions first reported a position in Autodesk in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Autodesk position peaked at $1.58M in Q2 2022.
  • 1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.