JWCA
ADSK icon

J.W. Coons Advisors’s Autodesk ADSK Stock Holding History

J.W. Coons 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
Q2 		$813K Buy
2,625
+75
+3% +$21.3K 0.18% 115
2025
Q1 		$668K Hold
2,550
– – 0.18% 119
2024
Q4 		$754K Sell
2,550
-140
-5% -$41.4K 0.19% 111
2024
Q3 		$741K Hold
2,690
– – 0.19% 118
2024
Q2 		$666K Sell
2,690
-142
-5% -$31.9K 0.16% 120
2024
Q1 		$738K Buy
2,832
+120
+4% +$30.4K 0.17% 115
2023
Q4 		$660K Hold
2,712
– – 0.18% 121
2023
Q3 		$561K Hold
2,712
– – 0.16% 129
2023
Q2 		$555K Hold
2,712
– – 0.15% 135
2023
Q1 		$565K Hold
2,712
– – 0.16% 134
2022
Q4 		$507K Sell
2,712
-100
-4% -$20.1K 0.15% 134
2022
Q3 		$525K Sell
2,812
-100
-3% -$20.2K 0.2% 129
2022
Q2 		$500K Sell
2,912
-72
-2% -$13.8K 0.18% 136
2022
Q1 		$639K Sell
2,984
-185
-6% -$42.6K 0.19% 132
2021
Q4 		$892K Buy
3,169
+17
+0.5% +$4.96K 0.27% 98
2021
Q3 		$901K Buy
3,152
+7
+0.2% +$2.14K 0.31% 84
2021
Q2 		$918K Sell
3,145
-15
-0.5% -$4.28K 0.33% 82
2021
Q1 		$878K Buy
3,160
+55
+2% +$15.9K 0.31% 88
2020
Q4 		$949K Hold
3,105
– – 0.36% 75
2020
Q3 		$719K Buy
3,105
+170
+6% +$40.4K 0.3% 92
2020
Q2 		$702K Buy
+2,935
New +$577K 0.31% 86

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Geode Capital Management
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return