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Meriwether Wealth & Planning’s Autodesk ADSK Stock Holding History

Meriwether Wealth & Planning’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
-736
Closed -$234K – 124
2025
Q3 		$234K Buy
736
+25
+4% +$7.62K 0.14% 111
2025
Q2 		$220K Buy
+711
New +$202K 0.14% 115
2025
Q1 		– Sell
-693
Closed -$205K – 124
2024
Q4 		$205K Buy
+693
New +$205K 0.15% 113

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

Meriwether Wealth & Planning's ADSK Position: Q4 2025 in Review

Meriwether Wealth & Planning sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 736 shares — an estimated $234K sold.

Meriwether Wealth & Planning first reported a position in ADSK in Q4 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Meriwether Wealth & Planning reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 736 Autodesk shares in Q4 2025, an estimated $234K.
  • Meriwether Wealth & Planning first reported a position in Autodesk in Q4 2024 and held it in 3 quarters.
  • Meriwether Wealth & Planning's Autodesk position peaked at $234K in Q3 2025.
  • 1,435 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q4 2025, filed 14 Jan 2026.