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Financial Advocates Investment Management’s Autodesk ADSK Stock Holding History

Financial Advocates Investment 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
-1,534
Closed -$475K – 112
2025
Q2 		$475K Sell
1,534
-534
-26% -$151K 0.04% 373
2025
Q1 		$541K Buy
2,068
+59
+3% +$16.8K 0.04% 406
2024
Q4 		$594K Sell
2,009
-83
-4% -$24.5K 0.03% 406
2024
Q3 		$576K Buy
2,092
+69
+3% +$17.4K 0.03% 420
2024
Q2 		$501K Buy
2,023
+535
+36% +$120K 0.03% 435
2024
Q1 		$388K Sell
1,488
-102
-6% -$25.8K 0.02% 514
2023
Q4 		$387K Buy
1,590
+393
+33% +$84.9K 0.03% 481
2023
Q3 		$248K Buy
1,197
+11
+0.9% +$2.31K 0.02% 584
2023
Q2 		$243K Buy
1,186
+100
+9% +$20K 0.02% 587
2023
Q1 		$226K Buy
+1,086
New +$224K 0.02% 646
2021
Q4 		– Sell
-319
Closed -$440K – 767
2021
Q3 		$440K Buy
+319
New +$97.6K 0.03% 501

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
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 $1.88T AUM 44.46% 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 $315B AUM 27.84% 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

Financial Advocates Investment Management's ADSK Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 1,534 shares — an estimated $475K sold.

Financial Advocates Investment Management first reported a position in ADSK in Q3 2021 and held it in 11 quarters. The position peaked at $594K in Q4 2024. 1,398 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,534 Autodesk shares in Q3 2025, an estimated $475K.
  • Financial Advocates Investment Management first reported a position in Autodesk in Q3 2021 and held it in 11 quarters.
  • Financial Advocates Investment Management's Autodesk position peaked at $594K in Q4 2024.
  • 1,398 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.