GoalVest Advisory’s Autodesk ADSK Stock Holding History

GoalVest 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 Q2	–	Sell	-1	Closed	-$262	–	363
2025 Q1	$262	Buy	+1	New	+$284	﹤0.01%	420
2024 Q2	–	Sell	-2	Closed	-$521	–	316
2024 Q1	$521	Buy	+2	New	+$506	﹤0.01%	396

Other funds holding ADSK

BlackRock New York $5.72T 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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's ADSK Position: Q2 2025 in Review

GoalVest Advisory sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 1 share — an estimated $262 sold.

GoalVest Advisory first reported a position in ADSK in Q1 2024 and held it in 2 quarters. The position peaked at $521 in Q1 2024. 1,372 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

GoalVest Advisory reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 1 Autodesk share in Q2 2025, an estimated $262.
GoalVest Advisory first reported a position in Autodesk in Q1 2024 and held it in 2 quarters.
GoalVest Advisory's Autodesk position peaked at $521 in Q1 2024.
1,372 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.