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Carr Financial Group’s Autodesk ADSK Stock Holding History

Carr Financial Group’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
Q1 		– Sell
-1,200
Closed -$355K – 177
2024
Q4 		$355K Hold
1,200
– – 0.11% 134
2024
Q3 		$331K Sell
1,200
-330
-22% -$83.1K 0.1% 149
2024
Q2 		$379K Sell
1,530
-8
-0.5% -$1.8K 0.12% 127
2024
Q1 		$401K Sell
1,538
-62
-4% -$15.7K 0.13% 120
2023
Q4 		$390K Buy
1,600
+100
+7% +$21.6K 0.14% 111
2023
Q3 		$306K Hold
1,500
– – 0.12% 122
2023
Q2 		$307K Hold
1,500
– – 0.12% 130
2023
Q1 		$312K Buy
+1,500
New +$309K 0.14% 125

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Carr Financial Group's ADSK Position: Q1 2025 in Review

Carr Financial Group sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 1,200 shares — an estimated $355K sold.

Carr Financial Group first reported a position in ADSK in Q1 2023 and held it in 8 quarters. The position peaked at $401K in Q1 2024. 1,314 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Carr Financial Group reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
  • Carr Financial Group sold 1,200 Autodesk shares in Q1 2025, an estimated $355K.
  • Carr Financial Group first reported a position in Autodesk in Q1 2023 and held it in 8 quarters.
  • Carr Financial Group's Autodesk position peaked at $401K in Q1 2024.
  • 1,314 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Carr Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.