MWM
ADSK icon

Moran Wealth Management’s Autodesk ADSK Stock Holding History

Moran 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
2026
Q1 		$9.09M Sell
37,979
-501
-1% -$126K 0.28% 122
2025
Q4 		$11.4M Buy
38,480
+907
+2% +$274K 0.35% 90
2025
Q3 		$11.9M Sell
37,573
-539
-1% -$164K 0.36% 89
2025
Q2 		$11.8M Sell
38,112
-354
-0.9% -$100K 0.37% 84
2025
Q1 		$10.1M Buy
38,466
+35,859
+1,375% +$10.2M 0.34% 95
2024
Q4 		$771K Sell
2,607
-12
-0.5% -$3.54K 0.02% 318
2024
Q3 		$721K Sell
2,619
-14
-0.5% -$3.52K 0.02% 332
2024
Q2 		$652K Buy
2,633
+1,119
+74% +$251K 0.02% 317
2024
Q1 		$394K Buy
1,514
+540
+55% +$137K 0.01% 347
2023
Q4 		$237K Buy
+974
New +$210K 0.01% 383

Other funds holding ADSK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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