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Morningstar Investment Management’s Autodesk ADSK Stock Holding History

Morningstar Investment 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
Q3 		– Sell
-2,364
Closed -$732K – 473
2025
Q2 		$732K Buy
+2,364
New +$671K 0.06% 87

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morningstar Investment Management's ADSK Position: Q3 2025 in Review

Morningstar Investment Management sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 2,364 shares — an estimated $732K sold.

Morningstar Investment Management first reported a position in ADSK in Q2 2025 and held it in 1 quarter. The position peaked at $732K in Q2 2025. 1,398 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Morningstar Investment Management reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 2,364 Autodesk shares in Q3 2025, an estimated $732K.
  • Morningstar Investment Management first reported a position in Autodesk in Q2 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Autodesk position peaked at $732K in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.