De Burlo Group’s Autodesk ADSK Stock Holding History

De Burlo 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
2026 Q1	$15.1M	Sell	62,976 -62,212	-50%	-$15.6M	3.42%	9
2025 Q4	$37.1M	Buy	125,188 +10,025	+9%	+$3.03M	4.5%	5
2025 Q3	$36.6M	Buy	115,163 +37,160	+48%	+$11.3M	4.41%	3
2025 Q2	$24.1M	Buy	78,003 +39,508	+103%	+$11.2M	3.18%	11
2025 Q1	$10.1M	Sell	38,495 -82,245	-68%	-$23.4M	1.49%	25
2024 Q4	$35.7M	Buy	120,740 +12,600	+12%	+$3.72M	4.76%	4
2024 Q3	$29.8M	Buy	108,140 +14,900	+16%	+$3.75M	3.67%	10
2024 Q2	$23.1M	Sell	93,240 -21,805	-19%	-$4.9M	3.1%	13
2024 Q1	$30M	Buy	+115,045	New	+$29.1M	3.98%	7
2022 Q3	–	Sell	-3,002	Closed	-$516K	–	192
2022 Q2	$516K	Buy	+3,002	New	+$577K	0.15%	40
2018 Q4	–	Sell	-1,600	Closed	-$249K	–	91
2018 Q3	$249K	Hold	1,600	–	–	0.05%	107
2018 Q2	$209K	Hold	1,600	–	–	0.04%	105
2018 Q1	$200K	Buy	+1,600	New	+$191K	0.04%	101

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return