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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $43.1B AUM 23.42% 1-Year Est. Return

Fidelity Investments

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return