EWM
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Evolution Wealth Management’s Autodesk ADSK Stock Holding History

Evolution 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
Q3 		– Sell
-20
Closed -$6.19K – 595
2025
Q2 		$6.19K Buy
+20
New +$5.67K 0.01% 421

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T 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 $44.7B AUM 17.24% 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

Evolution Wealth Management's ADSK Position: Q3 2025 in Review

Evolution Wealth Management sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 20 shares — an estimated $6.19K sold.

Evolution Wealth Management first reported a position in ADSK in Q2 2025 and held it in 1 quarter. The position peaked at $6.19K in Q2 2025. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Evolution Wealth Management reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 20 Autodesk shares in Q3 2025, an estimated $6.19K.
  • Evolution Wealth Management first reported a position in Autodesk in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Autodesk position peaked at $6.19K in Q2 2025.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.