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Marks Group Wealth Management’s Autodesk ADSK Stock Holding History

Marks Group Wealth Management’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
-9,570
Closed -$3.04M – 334
2025
Q3 		$3.04M Sell
9,570
-796
-8% -$243K 0.28% 97
2025
Q2 		$3.21M Buy
10,366
+22
+0.2% +$6.24K 0.3% 97
2025
Q1 		$2.71M Sell
10,344
-325
-3% -$92.4K 0.26% 101
2024
Q4 		$3.15M Buy
10,669
+26
+0.2% +$7.68K 0.31% 95
2024
Q3 		$2.93M Buy
10,643
+645
+6% +$162K 0.28% 101
2024
Q2 		$2.47M Buy
9,998
+286
+3% +$64.2K 0.26% 104
2024
Q1 		$2.53M Buy
9,712
+273
+3% +$69.1K 0.26% 105
2023
Q4 		$2.3M Buy
9,439
+314
+3% +$67.8K 0.26% 108
2023
Q3 		$1.89M Buy
9,125
+44
+0.5% +$9.25K 0.23% 124
2023
Q2 		$1.86M Buy
9,081
+46
+0.5% +$9.2K 0.22% 128
2023
Q1 		$1.88M Buy
9,035
+104
+1% +$21.4K 0.24% 123
2022
Q4 		$1.67M Buy
8,931
+192
+2% +$38.5K 0.23% 125
2022
Q3 		$1.63M Buy
8,739
+106
+1% +$21.4K 0.25% 117
2022
Q2 		$1.49M Buy
8,633
+494
+6% +$95K 0.21% 126
2022
Q1 		$1.75M Buy
8,139
+930
+13% +$214K 0.22% 114
2021
Q4 		$2.03M Buy
7,209
+221
+3% +$64.4K 0.25% 117
2021
Q3 		$2M Buy
6,988
+28
+0.4% +$8.57K 0.27% 112
2021
Q2 		$2.04M Buy
6,960
+2,652
+62% +$757K 0.28% 114
2021
Q1 		$1.21M Buy
4,308
+75
+2% +$21.6K 0.18% 133
2020
Q4 		$1.29M Buy
4,233
+56
+1% +$14.8K 0.2% 131
2020
Q3 		$965K Sell
4,177
-6
-0.1% -$1.43K 0.17% 136
2020
Q2 		$950K Buy
4,183
+2,826
+208% +$556K 0.19% 127
2020
Q1 		$212K Sell
1,357
-71
-5% -$13K 0.05% 204
2019
Q4 		$262K Buy
+1,428
New +$231K 0.05% 212

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Marks Group Wealth Management's ADSK Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 9,570 shares — an estimated $3.04M sold.

Marks Group Wealth Management first reported a position in ADSK in Q4 2019 and held it in 24 quarters. The position peaked at $3.21M in Q2 2025. 1,435 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Marks Group Wealth Management reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 9,570 Autodesk shares in Q4 2025, an estimated $3.04M.
  • Marks Group Wealth Management first reported a position in Autodesk in Q4 2019 and held it in 24 quarters.
  • Marks Group Wealth Management's Autodesk position peaked at $3.21M in Q2 2025.
  • 1,435 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.