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 $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 $3.37T AUM 44.26% 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

Meritage Portfolio Management's ADSK Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Autodesk (ADSK) stake by 2.3% in Q4 2025, selling an estimated $166K and leaving 23,747 shares worth $7.03M. The position accounts for 0.47% of the portfolio, ranked #51.

Meritage Portfolio Management first reported a position in ADSK in Q3 2022 and has held it in 14 quarters since. The position peaked at $9.9M in Q4 2024. 1,435 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Meritage Portfolio Management held 23,747 shares of Autodesk worth $7.03M as of Q4 2025.
Meritage Portfolio Management sold 548 Autodesk shares in Q4 2025, an estimated $166K.
Autodesk made up 0.47% of Meritage Portfolio Management's portfolio in Q4 2025, its #51 holding.
Meritage Portfolio Management first reported a position in Autodesk in Q3 2022 and has held it in 14 quarters since.
Meritage Portfolio Management's Autodesk position peaked at $9.9M in Q4 2024.
1,435 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.