Essex Savings Bank’s Autodesk ADSK Stock Holding History

Essex Savings Bank’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	-718	Closed	-$228K	–	313
2025 Q3	$228K	Sell	718 -17	-2%	-$5.18K	0.05%	281
2025 Q2	$228K	Buy	+735	New	+$209K	0.05%	277
2025 Q1	–	Sell	-761	Closed	-$225K	–	299
2024 Q4	$225K	Buy	761 +1	+0.1%	+$295	0.06%	267
2024 Q3	$209K	Buy	+760	New	+$191K	0.05%	276
2024 Q2	–	Sell	-838	Closed	-$204K	–	265
2024 Q1	$204K	Hold	838	–	–	0.06%	253
2023 Q4	$204K	Buy	+838	New	+$181K	0.06%	253
2019 Q3	–	Sell	-949	Closed	-$73K	–	186
2019 Q2	$73K	Buy	949 +556	+141%	+$93.5K	0.03%	392
2019 Q1	$61K	Sell	393 -23	-6%	-$3.44K	0.03%	270
2018 Q4	$54K	Buy	+416	New	+$56.2K	0.03%	281

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Essex Savings Bank's ADSK Position: Q4 2025 in Review

Essex Savings Bank sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 718 shares — an estimated $228K sold.

Essex Savings Bank first reported a position in ADSK in Q4 2018 and held it in 9 quarters. The position peaked at $228K in Q3 2025. 1,432 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Essex Savings Bank reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Essex Savings Bank sold 718 Autodesk shares in Q4 2025, an estimated $228K.
Essex Savings Bank first reported a position in Autodesk in Q4 2018 and held it in 9 quarters.
Essex Savings Bank's Autodesk position peaked at $228K in Q3 2025.
1,432 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.