Mitchell McLeod Pugh & Williams’s Autodesk ADSK Stock Holding History

Mitchell McLeod Pugh & Williams’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	-786	Closed	-$245K	–	288
2025 Q3	$245K	Hold	786	–	–	0.04%	249
2025 Q2	$243K	Hold	786	–	–	0.05%	251
2025 Q1	$206K	Hold	786	–	–	0.04%	258
2024 Q4	$232K	Hold	786	–	–	0.05%	243
2024 Q3	$217K	Buy	+786	New	+$198K	0.05%	255
2024 Q2	–	Sell	-786	Closed	-$205K	–	264
2024 Q1	$205K	Buy	+786	New	+$199K	0.05%	252
2023 Q4	–	Sell	-1,015	Closed	-$210K	–	254
2023 Q3	$210K	Hold	1,015	–	–	0.06%	232
2023 Q2	$208K	Hold	1,015	–	–	0.06%	236
2023 Q1	$211K	Buy	+1,015	New	+$209K	0.07%	235
2022 Q2	–	Sell	-955	Closed	-$205K	–	220
2022 Q1	$205K	Hold	955	–	–	0.07%	220
2021 Q4	$269K	Hold	955	–	–	0.09%	200
2021 Q3	$272K	Hold	955	–	–	0.1%	193
2021 Q2	$279K	Hold	955	–	–	0.11%	192
2021 Q1	$265K	Hold	955	–	–	0.11%	192
2020 Q4	$292K	Hold	955	–	–	0.13%	171
2020 Q3	$221K	Hold	955	–	–	0.11%	179
2020 Q2	$228K	Buy	+955	New	+$188K	0.13%	167
2020 Q1	–	Sell	-1,199	Closed	-$220K	–	168
2019 Q4	$220K	Buy	+1,199	New	+$194K	0.14%	166
2019 Q3	–	Sell	-1,336	Closed	-$218K	–	174
2019 Q2	$218K	Hold	1,336	–	–	0.15%	166
2019 Q1	$208K	Buy	+1,336	New	+$200K	0.15%	167
2018 Q4	–	Sell	-1,336	Closed	-$209K	–	163
2018 Q3	$209K	Buy	+1,336	New	+$189K	0.14%	171

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

Mitchell McLeod Pugh & Williams's ADSK Position: Q4 2025 in Review

Mitchell McLeod Pugh & Williams sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 786 shares — an estimated $245K sold.

Mitchell McLeod Pugh & Williams first reported a position in ADSK in Q3 2018 and held it in 21 quarters. The position peaked at $292K in Q4 2020. 1,434 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Mitchell McLeod Pugh & Williams reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Mitchell McLeod Pugh & Williams sold 786 Autodesk shares in Q4 2025, an estimated $245K.
Mitchell McLeod Pugh & Williams first reported a position in Autodesk in Q3 2018 and held it in 21 quarters.
Mitchell McLeod Pugh & Williams's Autodesk position peaked at $292K in Q4 2020.
1,434 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2025, filed 11 Feb 2026.