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Cherry Tree Wealth Management’s Autodesk ADSK Stock Holding History

Cherry Tree 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 		– Sell
-53
Closed -$13.9K – 609
2025
Q1 		$13.9K Hold
53
– – ﹤0.01% 384
2024
Q4 		$15.7K Hold
53
– – ﹤0.01% 367
2024
Q3 		$14.6K Hold
53
– – ﹤0.01% 376
2024
Q2 		$13.1K Buy
+53
New +$11.9K ﹤0.01% 368

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

Cherry Tree Wealth Management's ADSK Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 53 shares — an estimated $13.9K sold.

Cherry Tree Wealth Management first reported a position in ADSK in Q2 2024 and held it in 4 quarters. The position peaked at $15.7K in Q4 2024. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 53 Autodesk shares in Q2 2025, an estimated $13.9K.
  • Cherry Tree Wealth Management first reported a position in Autodesk in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Autodesk position peaked at $15.7K in Q4 2024.
  • 1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.