Global Financial Private Client’s Autodesk ADSK Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-102	Closed	-$26.7K	–	246
2025 Q1	$26.7K	Buy	102 +11	+12%	+$3.13K	0.01%	404
2024 Q4	$26.9K	Buy	91 +5	+6%	+$1.48K	0.01%	384
2024 Q3	$23.7K	Buy	86 +74	+617%	+$18.6K	0.01%	404
2024 Q2	$2.97K	Hold	12	–	–	﹤0.01%	544
2024 Q1	$3.11K	Hold	12	–	–	﹤0.01%	554
2023 Q4	$2.92K	Hold	12	–	–	﹤0.01%	555
2023 Q3	$2.51K	Hold	12	–	–	﹤0.01%	554
2023 Q2	$2.44K	Hold	12	–	–	﹤0.01%	559
2023 Q1	$2.49K	Hold	12	–	–	﹤0.01%	560
2022 Q4	$2.24K	Hold	12	–	–	﹤0.01%	549
2022 Q3	$2.31K	Hold	12	–	–	﹤0.01%	522
2022 Q2	$2.09K	Hold	12	–	–	﹤0.01%	519
2022 Q1	$2.56K	Hold	12	–	–	﹤0.01%	513
2021 Q4	$3.37K	Hold	12	–	–	﹤0.01%	483
2021 Q3	$3.41K	Hold	12	–	–	﹤0.01%	421
2021 Q2	$3.52K	Hold	12	–	–	﹤0.01%	431
2021 Q1	$3.41K	Hold	12	–	–	﹤0.01%	386
2020 Q4	$3.66K	Buy	+12	New	+$3.16K	﹤0.01%	373

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Financial Private Client's ADSK Position: Q2 2025 in Review

Global Financial Private Client sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 102 shares — an estimated $26.7K sold.

Global Financial Private Client first reported a position in ADSK in Q4 2020 and held it in 18 quarters. The position peaked at $26.9K in Q4 2024. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

Global Financial Private Client reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 102 Autodesk shares in Q2 2025, an estimated $26.7K.
Global Financial Private Client first reported a position in Autodesk in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Autodesk position peaked at $26.9K in Q4 2024.
1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.