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Flagship Private Wealth’s Autodesk ADSK Stock Holding History

Flagship Private 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
-662
Closed -$210K – 114
2025
Q3 		$210K Hold
662
– – 0.08% 104
2025
Q2 		$205K Buy
+662
New +$188K 0.09% 99
2024
Q4 		– Sell
-920
Closed -$253K – 101
2024
Q3 		$253K Hold
920
– – 0.13% 88
2024
Q2 		$228K Hold
920
– – 0.13% 81
2024
Q1 		$240K Hold
920
– – 0.15% 80
2023
Q4 		$224K Buy
+920
New +$199K 0.17% 71

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 26.39% 1-Year Est. Return

Flagship Private Wealth's ADSK Position: Q4 2025 in Review

Flagship Private Wealth sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 662 shares — an estimated $210K sold.

Flagship Private Wealth first reported a position in ADSK in Q4 2023 and held it in 6 quarters. The position peaked at $253K in Q3 2024. 1,432 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Flagship Private Wealth reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Flagship Private Wealth sold 662 Autodesk shares in Q4 2025, an estimated $210K.
  • Flagship Private Wealth first reported a position in Autodesk in Q4 2023 and held it in 6 quarters.
  • Flagship Private Wealth's Autodesk position peaked at $253K in Q3 2024.
  • 1,432 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Flagship Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.