Meritage Portfolio Management’s Autodesk ADSK Stock Holding History

Meritage Portfolio 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	$7.03M	Sell	23,747 -548	-2%	-$166K	0.47%	51
2025 Q3	$7.72M	Sell	24,295 -6,447	-21%	-$1.96M	0.51%	49
2025 Q2	$9.52M	Sell	30,742 -1,783	-5%	-$506K	0.6%	41
2025 Q1	$8.52M	Sell	32,525 -980	-3%	-$279K	0.56%	45
2024 Q4	$9.9M	Sell	33,505 -674	-2%	-$199K	0.61%	39
2024 Q3	$9.42M	Sell	34,179 -327	-0.9%	-$82.3K	0.58%	39
2024 Q2	$8.54M	Sell	34,506 -329	-0.9%	-$73.9K	0.54%	44
2024 Q1	$9.07M	Sell	34,835 -1,429	-4%	-$362K	0.58%	43
2023 Q4	$8.83M	Buy	36,264 +2,337	+7%	+$505K	0.58%	39
2023 Q3	$7.02M	Hold	33,927	–	–	0.52%	50
2023 Q2	$6.94M	Sell	33,927 -1,526	-4%	-$305K	0.49%	56
2023 Q1	$7.38M	Sell	35,453 -424	-1%	-$87.3K	0.55%	49
2022 Q4	$6.7M	Sell	35,877 -2,292	-6%	-$460K	0.52%	62
2022 Q3	$7.13M	Buy	+38,169	New	+$7.71M	0.59%	42

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return