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Compass Planning Associates’s Autodesk ADSK Stock Holding History

Compass Planning Associates’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
-16
Closed -$4.95K – 33
2025
Q2 		$4.95K Hold
16
– – ﹤0.01% 113
2025
Q1 		$4.19K Hold
16
– – ﹤0.01% 118
2024
Q4 		$4.73K Buy
+16
New +$4.73K ﹤0.01% 121

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Compass Planning Associates's ADSK Position: Q3 2025 in Review

Compass Planning Associates sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 16 shares — an estimated $4.95K sold.

Compass Planning Associates first reported a position in ADSK in Q4 2024 and held it in 3 quarters. The position peaked at $4.95K in Q2 2025. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Compass Planning Associates reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 16 Autodesk shares in Q3 2025, an estimated $4.95K.
  • Compass Planning Associates first reported a position in Autodesk in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Autodesk position peaked at $4.95K in Q2 2025.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.