Congress Wealth Management’s Autodesk ADSK Stock Holding History

Congress 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	$3.79M	Buy	12,253 +211	+2%	+$59.9K	0.04%	437
2025 Q1	$3.15M	Buy	12,042 +4,675	+63%	+$1.33M	0.04%	400
2024 Q4	$2.18M	Sell	7,367 -672	-8%	-$199K	0.03%	400
2024 Q3	$2.21M	Sell	8,039 -419	-5%	-$105K	0.03%	406
2024 Q2	$2.09M	Sell	8,458 -3,464	-29%	-$778K	0.03%	351
2024 Q1	$3.1M	Buy	11,922 +361	+3%	+$91.3K	0.05%	271
2023 Q4	$2.82M	Sell	11,561 -471	-4%	-$102K	0.05%	280
2023 Q3	$2.49M	Sell	12,032 -685	-5%	-$144K	0.05%	275
2023 Q2	$2.6M	Sell	12,717 -495	-4%	-$99K	0.06%	238
2023 Q1	$2.75M	Sell	13,212 -1,803	-12%	-$371K	0.07%	242
2022 Q4	$2.81M	Sell	15,015 -1,590	-10%	-$319K	0.07%	231
2022 Q3	$3.1M	Sell	16,605 -5,568	-25%	-$1.13M	0.08%	226
2022 Q2	$3.81M	Sell	22,173 -4,151	-16%	-$798K	0.1%	214
2022 Q1	$5.64M	Buy	26,324 +101	+0.4%	+$23.3K	0.12%	191
2021 Q4	$7.37M	Buy	+26,223	New	+$7.64M	0.15%	183

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $43.1B AUM 23.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return