Bradley Foster & Sargent’s Autodesk ADSK Stock Holding History

Bradley Foster & Sargent’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	$236K	Sell	986 -551	-36%	-$138K	﹤0.01%	498
2025 Q4	$455K	Buy	1,537 +5	+0.3%	+$1.51K	0.01%	402
2025 Q3	$487K	Sell	1,532 -21	-1%	-$6.4K	0.01%	392
2025 Q2	$481K	Sell	1,553 -508	-25%	-$144K	0.01%	390
2025 Q1	$540K	Sell	2,061 -960	-32%	-$273K	0.01%	337
2024 Q4	$893K	Sell	3,021 -107	-3%	-$31.6K	0.02%	288
2024 Q3	$862K	Sell	3,128 -129	-4%	-$32.5K	0.01%	299
2024 Q2	$806K	Buy	3,257 +585	+22%	+$131K	0.01%	295
2024 Q1	$696K	Buy	2,672 +66	+3%	+$16.7K	0.01%	311
2023 Q4	$635K	Buy	2,606 +37	+1%	+$7.99K	0.01%	325
2023 Q3	$526K	Hold	2,569	–	–	0.01%	335
2023 Q2	$526K	Sell	2,569 -105	-4%	-$21K	0.01%	335
2023 Q1	$557K	Hold	2,674	–	–	0.01%	315
2022 Q4	$500K	Sell	2,674 -425	-14%	-$85.3K	0.01%	320
2022 Q3	$579K	Buy	3,099 +1,460	+89%	+$295K	0.02%	291
2022 Q2	$282K	Buy	+1,639	New	+$315K	0.01%	389

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