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Livelsberger Financial Advisory’s Autodesk ADSK Stock Holding History

Livelsberger Financial Advisory’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
-99
Closed -$30.6K – 9
2025
Q2 		$30.6K Buy
+99
New +$28.1K 0.59% 35
2024
Q4 		– Sell
-99
Closed -$27.3K – 9
2024
Q3 		$27.3K Buy
+99
New +$24.9K 0.57% 37
2024
Q1 		– Sell
-99
Closed -$24.1K – 18
2023
Q4 		$24.1K Buy
+99
New +$21.4K 0.02% 211

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

Livelsberger Financial Advisory's ADSK Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 99 shares — an estimated $30.6K sold.

Livelsberger Financial Advisory first reported a position in ADSK in Q4 2023 and held it in 3 quarters. The position peaked at $30.6K in Q2 2025. 1,398 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 99 Autodesk shares in Q3 2025, an estimated $30.6K.
  • Livelsberger Financial Advisory first reported a position in Autodesk in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Autodesk position peaked at $30.6K in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.