Blue Zone Wealth Advisors’s Autodesk ADSK Stock Holding History

Blue Zone Wealth 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
2025 Q4	–	Sell	-639	Closed	-$203K	–	137
2025 Q3	$203K	Buy	+639	New	+$195K	0.04%	125

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Blue Zone Wealth Advisors's ADSK Position: Q4 2025 in Review

Blue Zone Wealth Advisors sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 639 shares — an estimated $203K sold.

Blue Zone Wealth Advisors first reported a position in ADSK in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Blue Zone Wealth Advisors reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Blue Zone Wealth Advisors sold 639 Autodesk shares in Q4 2025, an estimated $203K.
Blue Zone Wealth Advisors first reported a position in Autodesk in Q3 2025 and held it in 1 quarter.
Blue Zone Wealth Advisors's Autodesk position peaked at $203K in Q3 2025.
1,435 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.