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CreativeOne Wealth’s Autodesk ADSK Stock Holding History

CreativeOne Wealth’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
-767
Closed -$244K – 1172
2025
Q3 		$244K Sell
767
-342
-31% -$104K 0.01% 1036
2025
Q2 		$343K Sell
1,109
-37
-3% -$10.5K 0.01% 879
2025
Q1 		$300K Sell
1,146
-34
-3% -$9.67K 0.01% 875
2024
Q4 		$349K Sell
1,180
-528
-31% -$156K 0.01% 820
2024
Q3 		$471K Buy
1,708
+893
+110% +$225K 0.02% 644
2024
Q2 		$202K Sell
815
-776
-49% -$174K 0.01% 734
2024
Q1 		$414K Buy
+1,591
New +$403K 0.02% 628
2023
Q3 		– Sell
-1,155
Closed -$236K – 570
2023
Q2 		$236K Buy
+1,155
New +$231K 0.01% 721
2022
Q4 		– Sell
-1,128
Closed -$211K – 732
2022
Q3 		$211K Buy
+1,128
New +$228K 0.01% 655

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

CreativeOne Wealth's ADSK Position: Q4 2025 in Review

CreativeOne Wealth sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 767 shares — an estimated $244K sold.

CreativeOne Wealth first reported a position in ADSK in Q3 2022 and held it in 9 quarters. The position peaked at $471K in Q3 2024. 1,435 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • CreativeOne Wealth reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 767 Autodesk shares in Q4 2025, an estimated $244K.
  • CreativeOne Wealth first reported a position in Autodesk in Q3 2022 and held it in 9 quarters.
  • CreativeOne Wealth's Autodesk position peaked at $471K in Q3 2024.
  • 1,435 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

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