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Copia Wealth Management’s Autodesk ADSK Stock Holding History

Copia 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
Q4 		– Sell
-25
Closed -$7.94K – 524
2025
Q3 		$7.94K Hold
25
– – 0.01% 332
2025
Q2 		$7.74K Hold
25
– – 0.01% 313
2025
Q1 		$6.54K Hold
25
– – 0.01% 317
2024
Q4 		$7.39K Buy
+25
New +$7.39K 0.01% 286

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Copia Wealth Management's ADSK Position: Q4 2025 in Review

Copia Wealth Management sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 25 shares — an estimated $7.94K sold.

Copia Wealth Management first reported a position in ADSK in Q4 2024 and held it in 4 quarters. The position peaked at $7.94K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Copia Wealth Management reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 25 Autodesk shares in Q4 2025, an estimated $7.94K.
  • Copia Wealth Management first reported a position in Autodesk in Q4 2024 and held it in 4 quarters.
  • Copia Wealth Management's Autodesk position peaked at $7.94K in Q3 2025.
  • 1,435 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.