HWA
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Heartwood Wealth Advisors’s Autodesk ADSK Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-88
Closed -$28K – 215
2025
Q3 		$28K Buy
+88
New +$26.8K ﹤0.01% 340

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Heartwood Wealth Advisors's ADSK Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 88 shares — an estimated $28K sold.

Heartwood Wealth Advisors first reported a position in ADSK in Q3 2025 and held it in 1 quarter. The position peaked at $28K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 88 Autodesk shares in Q4 2025, an estimated $28K.
  • Heartwood Wealth Advisors first reported a position in Autodesk in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Autodesk position peaked at $28K in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.