Burke & Herbert Bank & Trust’s Autodesk ADSK Stock Holding History

Burke & Herbert Bank & Trust’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	-5,000	Closed	-$1.59M	–	232
2025 Q3	$1.59M	Hold	5,000	–	–	0.34%	82
2025 Q2	$1.55M	Hold	5,000	–	–	0.35%	81
2025 Q1	$1.31M	Hold	5,000	–	–	0.32%	92
2024 Q4	$1.48M	Hold	5,000	–	–	0.35%	82
2024 Q3	$1.38M	Hold	5,000	–	–	0.32%	88
2024 Q2	$1.24M	Buy	+5,000	New	+$1.12M	0.3%	95

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 $3.38T AUM 44.17% 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

Burke & Herbert Bank & Trust's ADSK Position: Q4 2025 in Review

Burke & Herbert Bank & Trust sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 5,000 shares — an estimated $1.59M sold.

Burke & Herbert Bank & Trust first reported a position in ADSK in Q2 2024 and held it in 6 quarters. The position peaked at $1.59M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Burke & Herbert Bank & Trust reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Burke & Herbert Bank & Trust sold 5,000 Autodesk shares in Q4 2025, an estimated $1.59M.
Burke & Herbert Bank & Trust first reported a position in Autodesk in Q2 2024 and held it in 6 quarters.
Burke & Herbert Bank & Trust's Autodesk position peaked at $1.59M in Q3 2025.
1,436 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.