GIA
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Gladstone Institutional Advisory’s Autodesk ADSK Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-1,050
Closed -$310K – 715
2024
Q4 		$310K Sell
1,050
-7
-0.7% -$2.07K 0.01% 575
2024
Q3 		$291K Buy
1,057
+2
+0.2% +$503 0.01% 580
2024
Q2 		$261K Sell
1,055
-94
-8% -$21.1K 0.01% 571
2024
Q1 		$299K Buy
+1,149
New +$291K 0.02% 529
2023
Q2 		– Sell
-3,846
Closed -$801K – 631
2023
Q1 		$801K Buy
3,846
+163
+4% +$33.6K 0.05% 328
2022
Q4 		$688K Buy
+3,683
New +$739K 0.05% 342
2022
Q2 		– Sell
-2,112
Closed -$453K – 646
2022
Q1 		$453K Buy
+2,112
New +$486K 0.03% 449
2020
Q2 		– Sell
-1,355
Closed -$212K – 243
2020
Q1 		$212K Sell
1,355
-22
-2% -$4.04K 0.05% 241
2019
Q4 		$252K Sell
1,377
-21
-2% -$3.4K 0.06% 219
2019
Q3 		$206K Sell
1,398
-23
-2% -$3.58K 0.05% 265
2019
Q2 		$231K Buy
+1,421
New +$239K 0.07% 238

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return