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Goldstein Advisors’s Autodesk ADSK Stock Holding History

Goldstein Advisors’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
-666
Closed -$206K – 206
2025
Q2 		$206K Sell
666
-130
-16% -$36.9K 0.03% 186
2025
Q1 		$208K Buy
796
+6
+0.8% +$1.71K 0.03% 178
2024
Q4 		$234K Buy
790
+46
+6% +$13.6K 0.03% 160
2024
Q3 		$205K Buy
+744
New +$187K 0.03% 173

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Goldstein Advisors's ADSK Position: Q3 2025 in Review

Goldstein Advisors sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 666 shares — an estimated $206K sold.

Goldstein Advisors first reported a position in ADSK in Q3 2024 and held it in 4 quarters. The position peaked at $234K in Q4 2024. 1,400 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Goldstein Advisors reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Goldstein Advisors sold 666 Autodesk shares in Q3 2025, an estimated $206K.
  • Goldstein Advisors first reported a position in Autodesk in Q3 2024 and held it in 4 quarters.
  • Goldstein Advisors's Autodesk position peaked at $234K in Q4 2024.
  • 1,400 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Goldstein Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.