Briaud Financial Planning’s Autodesk ADSK Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-30	Closed	-$9K	–	40
2025 Q2	$9K	Buy	+30	New	+$8.51K	﹤0.01%	242

Other funds holding ADSK

BlackRock New York $5.72T 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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Briaud Financial Planning's ADSK Position: Q3 2025 in Review

Briaud Financial Planning sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 30 shares — an estimated $9K sold.

Briaud Financial Planning first reported a position in ADSK in Q2 2025 and held it in 1 quarter. The position peaked at $9K in Q2 2025. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

Briaud Financial Planning reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 30 Autodesk shares in Q3 2025, an estimated $9K.
Briaud Financial Planning first reported a position in Autodesk in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's Autodesk position peaked at $9K in Q2 2025.
1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.