JFG
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JDM Financial Group’s Autodesk ADSK Stock Holding History

JDM Financial Group’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
-5
Closed -$1.31K – 261
2025
Q1 		$1.31K Hold
5
– – ﹤0.01% 260
2024
Q4 		$1.48K Hold
5
– – ﹤0.01% 265
2024
Q3 		$1.38K Buy
+5
New +$1.26K ﹤0.01% 277

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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JDM Financial Group's ADSK Position: Q2 2025 in Review

JDM Financial Group sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 5 shares — an estimated $1.31K sold.

JDM Financial Group first reported a position in ADSK in Q3 2024 and held it in 3 quarters. The position peaked at $1.48K in Q4 2024. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • JDM Financial Group reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 5 Autodesk shares in Q2 2025, an estimated $1.31K.
  • JDM Financial Group first reported a position in Autodesk in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's Autodesk position peaked at $1.48K in Q4 2024.
  • 1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.