CFG
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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 $5.7T 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 $43.1B AUM 23.42% 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