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Marcum Wealth’s Autodesk ADSK Stock Holding History

Marcum Wealth’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
Q1 		$333K Sell
1,271
-53
-4% -$15.1K 0.03% 264
2024
Q4 		$391K Buy
1,324
+77
+6% +$22.7K 0.03% 230
2024
Q3 		$344K Buy
1,247
+77
+7% +$19.4K 0.03% 256
2024
Q2 		$290K Buy
1,170
+11
+0.9% +$2.47K 0.03% 280
2024
Q1 		$302K Sell
1,159
-47
-4% -$11.9K 0.03% 266
2023
Q4 		$294K Sell
1,206
-83
-6% -$17.9K 0.03% 258
2023
Q3 		$267K Sell
1,289
-83
-6% -$17.4K 0.03% 263
2023
Q2 		$281K Sell
1,372
-223
-14% -$44.6K 0.03% 261
2023
Q1 		$332K Buy
1,595
+91
+6% +$18.7K 0.04% 230
2022
Q4 		$281K Sell
1,504
-287
-16% -$57.6K 0.04% 254
2022
Q3 		$335K Buy
1,791
+120
+7% +$24.2K 0.05% 220
2022
Q2 		$287K Buy
1,671
+52
+3% +$10K 0.04% 240
2022
Q1 		$347K Sell
1,619
-58
-3% -$13.4K 0.05% 223
2021
Q4 		$472K Sell
1,677
-5
-0.3% -$1.46K 0.07% 178
2021
Q3 		$480K Buy
1,682
+151
+10% +$46.2K 0.08% 159
2021
Q2 		$447K Sell
1,531
-27
-2% -$7.7K 0.07% 163
2021
Q1 		$432K Buy
+1,558
New +$449K 0.07% 167

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Marcum Wealth's ADSK Position: Q1 2025 in Review

Marcum Wealth reduced its Autodesk (ADSK) stake by 4% in Q1 2025, selling an estimated $15.1K and leaving 1,271 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #264.

Marcum Wealth first reported a position in ADSK in Q1 2021 and has held it in 17 quarters since. The position peaked at $480K in Q3 2021. 1,312 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Marcum Wealth held 1,271 shares of Autodesk worth $333K as of Q1 2025.
  • Marcum Wealth sold 53 Autodesk shares in Q1 2025, an estimated $15.1K.
  • Autodesk made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #264 holding.
  • Marcum Wealth first reported a position in Autodesk in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Autodesk position peaked at $480K in Q3 2021.
  • 1,312 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.