CWC
ADSK icon

Carolinas Wealth Consulting’s Autodesk ADSK Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-11
Closed -$2.88K – 16
2025
Q1 		$2.88K Buy
11
+2
+22% +$569 ﹤0.01% 710
2024
Q4 		$2.66K Hold
9
– – ﹤0.01% 770
2024
Q3 		$2.48K Sell
9
-11
-55% -$2.77K ﹤0.01% 777
2024
Q2 		$4.81K Sell
20
-28
-58% -$6.29K ﹤0.01% 654
2024
Q1 		$12.4K Buy
48
+32
+200% +$8.1K ﹤0.01% 534
2023
Q4 		$3.82K Sell
16
-97
-86% -$20.9K ﹤0.01% 659
2023
Q3 		$22.3K Sell
113
-7
-6% -$1.47K 0.01% 415
2023
Q2 		$24.6K Sell
120
-46
-28% -$9.2K ﹤0.01% 441
2023
Q1 		$34.6K Buy
166
+97
+141% +$20K 0.01% 414
2022
Q4 		$12.9K Sell
69
-106
-61% -$21.3K ﹤0.01% 575
2022
Q3 		$33K Sell
175
-4
-2% -$808 0.01% 380
2022
Q2 		$31K Buy
179
+3
+2% +$577 0.01% 388
2022
Q1 		$38K Hold
176
– – 0.01% 387
2021
Q4 		$49K Hold
176
– – 0.01% 368
2021
Q3 		$50K Hold
176
– – 0.01% 342
2021
Q2 		$51K Hold
176
– – 0.01% 362
2021
Q1 		$49K Hold
176
– – 0.01% 367
2020
Q4 		$54K Buy
176
+129
+274% +$34K 0.01% 328
2020
Q3 		$11K Buy
47
+45
+2,250% +$10.7K ﹤0.01% 463
2020
Q2 		$0 Buy
+2
New +$393 ﹤0.01% 650

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

Carolinas Wealth Consulting's ADSK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 11 shares — an estimated $2.88K sold.

Carolinas Wealth Consulting first reported a position in ADSK in Q2 2020 and held it in 20 quarters. The position peaked at $54K in Q4 2020. 1,372 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 11 Autodesk shares in Q2 2025, an estimated $2.88K.
  • Carolinas Wealth Consulting first reported a position in Autodesk in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Autodesk position peaked at $54K in Q4 2020.
  • 1,372 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.