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Cooper Financial Group’s Autodesk ADSK Stock Holding History

Cooper Financial Group’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
-1,619
Closed -$501K – 386
2025
Q2 		$501K Sell
1,619
-535
-25% -$152K 0.06% 237
2025
Q1 		$564K Buy
2,154
+233
+12% +$66.3K 0.07% 225
2024
Q4 		$568K Buy
1,921
+168
+10% +$49.6K 0.07% 223
2024
Q3 		$483K Buy
1,753
+76
+5% +$19.1K 0.06% 250
2024
Q2 		$415K Sell
1,677
-4
-0.2% -$899 0.06% 247
2024
Q1 		$438K Buy
1,681
+38
+2% +$9.62K 0.07% 240
2023
Q4 		$400K Buy
1,643
+2
+0.1% +$432 0.07% 238
2023
Q3 		$340K Buy
1,641
+194
+13% +$40.8K 0.08% 246
2023
Q2 		$296K Buy
1,447
+49
+4% +$9.8K 0.07% 253
2023
Q1 		$291K Buy
1,398
+166
+13% +$34.2K 0.08% 249
2022
Q4 		$230K Sell
1,232
-57
-4% -$11.4K 0.07% 261
2022
Q3 		$241K Buy
+1,289
New +$260K 0.09% 217

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cooper Financial Group's ADSK Position: Q3 2025 in Review

Cooper Financial Group sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 1,619 shares — an estimated $501K sold.

Cooper Financial Group first reported a position in ADSK in Q3 2022 and held it in 12 quarters. The position peaked at $568K in Q4 2024. 1,400 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Cooper Financial Group reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 1,619 Autodesk shares in Q3 2025, an estimated $501K.
  • Cooper Financial Group first reported a position in Autodesk in Q3 2022 and held it in 12 quarters.
  • Cooper Financial Group's Autodesk position peaked at $568K in Q4 2024.
  • 1,400 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.