Kerr Financial Planning’s Autodesk ADSK Stock Holding History

Kerr Financial Planning’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	-10	Closed	-$2.96K	–	508
2025 Q3	$2.96K	Buy	+10	New	+$3.05K	﹤0.01%	454

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kerr Financial Planning's ADSK Position: Q4 2025 in Review

Kerr Financial Planning sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 10 shares — an estimated $2.96K sold.

Kerr Financial Planning first reported a position in ADSK in Q3 2025 and held it in 1 quarter. The position peaked at $2.96K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Kerr Financial Planning reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 10 Autodesk shares in Q4 2025, an estimated $2.96K.
Kerr Financial Planning first reported a position in Autodesk in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Autodesk position peaked at $2.96K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.