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Centricity Wealth Management’s Autodesk ADSK Stock Holding History

Centricity Wealth Management’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 		$13.9K Hold
45
– – 0.01% 299
2025
Q1 		$11.8K Hold
45
– – 0.01% 305
2024
Q4 		$13.3K Buy
+45
New +$13.3K 0.01% 295

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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centricity Wealth Management's ADSK Position: Q2 2025 in Review

Centricity Wealth Management held its Autodesk (ADSK) position steady in Q2 2025 at 45 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #299.

Centricity Wealth Management first reported a position in ADSK in Q4 2024 and has held it in 3 quarters since. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Centricity Wealth Management held 45 shares of Autodesk worth $13.9K as of Q2 2025.
  • Centricity Wealth Management left its Autodesk share count unchanged in Q2 2025.
  • Autodesk made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #299 holding.
  • Centricity Wealth Management first reported a position in Autodesk in Q4 2024 and has held it in 3 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.