CWM
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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
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

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

Congress Wealth Management increased its Autodesk (ADSK) stake by 1.8% in Q2 2025, buying an estimated $59.9K and bringing the position to 12,253 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #437.

Congress Wealth Management first reported a position in ADSK in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.37M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Congress Wealth Management held 12,253 shares of Autodesk worth $3.79M as of Q2 2025.
  • Congress Wealth Management bought 211 Autodesk shares in Q2 2025, an estimated $59.9K.
  • Autodesk made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #437 holding.
  • Congress Wealth Management first reported a position in Autodesk in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Autodesk position peaked at $7.37M in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

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