AAS
ADSK icon

Avantax Advisory Services’s Autodesk ADSK Stock Holding History

Avantax Advisory Services’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 		$2.21M Buy
7,132
+1,874
+36% +$532K 0.01% 749
2025
Q1 		$1.38M Buy
5,258
+238
+5% +$67.7K 0.01% 933
2024
Q4 		$1.48M Buy
5,020
+312
+7% +$92.2K 0.01% 867
2024
Q3 		$1.3M Buy
4,708
+576
+14% +$145K 0.01% 892
2024
Q2 		$1.02M Buy
4,132
+2,715
+192% +$610K 0.01% 966
2024
Q1 		$369K Buy
1,417
+122
+9% +$30.9K ﹤0.01% 1186
2023
Q4 		$315K Sell
1,295
-5
-0.4% -$1.08K ﹤0.01% 1211
2023
Q3 		$269K Buy
1,300
+252
+24% +$53K ﹤0.01% 1258
2023
Q2 		$214K Sell
1,048
-4
-0.4% -$800 ﹤0.01% 1368
2023
Q1 		$219K Buy
+1,052
New +$217K ﹤0.01% 1320
2022
Q1 		– Sell
-931
Closed -$262K – 1278
2021
Q4 		$262K Sell
931
-82
-8% -$23.9K ﹤0.01% 1042
2021
Q3 		$289K Buy
1,013
+153
+18% +$46.8K ﹤0.01% 938
2021
Q2 		$251K Buy
860
+14
+2% +$3.99K ﹤0.01% 981
2021
Q1 		$233K Buy
846
+186
+28% +$53.6K 0.01% 909
2020
Q4 		$201K Sell
660
-878
-57% -$231K ﹤0.01% 881
2020
Q3 		$356K Buy
+1,538
New +$365K 0.01% 945

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

Avantax Advisory Services's ADSK Position: Q2 2025 in Review

Avantax Advisory Services increased its Autodesk (ADSK) stake by 36% in Q2 2025, buying an estimated $532K and bringing the position to 7,132 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #749.

Avantax Advisory Services first reported a position in ADSK in Q3 2020 and has held it in 16 quarters since. 1,372 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Avantax Advisory Services held 7,132 shares of Autodesk worth $2.21M as of Q2 2025.
  • Avantax Advisory Services bought 1,874 Autodesk shares in Q2 2025, an estimated $532K.
  • Autodesk made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #749 holding.
  • Avantax Advisory Services first reported a position in Autodesk in Q3 2020 and has held it in 16 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.