Close Asset Management’s Autodesk ADSK Stock Holding History

Close Asset 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 Q3	–	Sell	-104	Closed	-$32K	–	263
2025 Q2	$32K	Hold	104	–	–	﹤0.01%	186
2025 Q1	$27K	Buy	+104	New	+$29.6K	﹤0.01%	178
2023 Q4	–	Sell	-35	Closed	-$7K	–	243
2023 Q3	$7K	Sell	35 -814	-96%	-$171K	﹤0.01%	208
2023 Q2	$174K	Buy	849 +738	+665%	+$148K	0.01%	111
2023 Q1	$23K	Buy	+111	New	+$22.9K	﹤0.01%	171

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 $3.37T AUM 44.26% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Close Asset Management's ADSK Position: Q3 2025 in Review

Close Asset Management sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 104 shares — an estimated $32K sold.

Close Asset Management first reported a position in ADSK in Q1 2023 and held it in 5 quarters. The position peaked at $174K in Q2 2023. 1,400 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

Close Asset Management reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
Close Asset Management sold 104 Autodesk shares in Q3 2025, an estimated $32K.
Close Asset Management first reported a position in Autodesk in Q1 2023 and held it in 5 quarters.
Close Asset Management's Autodesk position peaked at $174K in Q2 2023.
1,400 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Close Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.