Freedom Investment Management’s Autodesk ADSK Stock Holding History

Freedom 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	-1,274	Closed	-$394K	–	153
2025 Q2	$394K	Sell	1,274 -199	-14%	-$56.5K	0.03%	515
2025 Q1	$386K	Buy	1,473 +34	+2%	+$9.67K	0.03%	503
2024 Q4	$425K	Sell	1,439 -340	-19%	-$100K	0.04%	476
2024 Q3	$490K	Buy	1,779 +126	+8%	+$31.7K	0.04%	447
2024 Q2	$409K	Sell	1,653 -107	-6%	-$24K	0.03%	489
2024 Q1	$458K	Buy	1,760 +24	+1%	+$6.07K	0.04%	462
2023 Q4	$423K	Sell	1,736 -244	-12%	-$52.7K	0.03%	478
2023 Q3	$410K	Buy	1,980 +975	+97%	+$205K	0.05%	417
2023 Q2	$206K	Buy	+1,005	New	+$201K	0.02%	649
2022 Q2	–	Sell	-1,278	Closed	-$274K	–	729
2022 Q1	$274K	Sell	1,278 -868	-40%	-$200K	0.02%	641
2021 Q4	$603K	Sell	2,146 -19	-0.9%	-$5.54K	0.04%	478
2021 Q3	$617K	Sell	2,165 -1,451	-40%	-$444K	0.05%	442
2021 Q2	$1.05M	Sell	3,616 -172	-5%	-$49.1K	0.08%	315
2021 Q1	$1.05M	Buy	3,788 +3,118	+465%	+$899K	0.08%	290
2020 Q4	$204K	Buy	+670	New	+$177K	0.02%	570

Other funds holding ADSK

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

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

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 $43.1B AUM 23.42% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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