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Gitterman Wealth Management’s Autodesk ADSK Stock Holding History

Gitterman 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
-1,840
Closed -$569K – 135
2025
Q2 		$569K Buy
+1,840
New +$522K 0.13% 39
2025
Q1 		– Sell
-701
Closed -$207K – 133
2024
Q4 		$207K Sell
701
-36
-5% -$10.6K 0.09% 116
2024
Q3 		$203K Buy
+737
New +$186K 0.08% 123
2023
Q4 		– Sell
-1,932
Closed -$400K – 91
2023
Q3 		$400K Buy
+1,932
New +$406K 0.19% 26

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

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

Gitterman Wealth Management sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 1,840 shares — an estimated $569K sold.

Gitterman Wealth Management first reported a position in ADSK in Q3 2023 and held it in 4 quarters. The position peaked at $569K in Q2 2025. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,840 Autodesk shares in Q3 2025, an estimated $569K.
  • Gitterman Wealth Management first reported a position in Autodesk in Q3 2023 and held it in 4 quarters.
  • Gitterman Wealth Management's Autodesk position peaked at $569K in Q2 2025.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.