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Morningstar Investment Services’s Autodesk ADSK Stock Holding History

Morningstar Investment Services’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
Q1 		$2.39M Sell
9,122
-13,609
-60% -$3.87M 0.44% 55
2024
Q4 		$6.72M Sell
22,731
-218,721
-91% -$64.6M 0.61% 49
2024
Q3 		$65.7M Sell
241,452
-3,889
-2% -$979K 0.67% 44
2024
Q2 		$59.8M Sell
245,341
-802
-0.3% -$180K 0.65% 43
2024
Q1 		$64.2M Sell
246,143
-245,081
-50% -$62M 0.71% 41
2023
Q4 		$120M Buy
491,224
+382,026
+350% +$82.5M 0.68% 43
2023
Q3 		$22.7M Buy
109,198
+347
+0.3% +$72.9K 0.29% 91
2023
Q2 		$22.4M Sell
108,851
-2,015
-2% -$403K 0.29% 92
2023
Q1 		$22.3M Sell
110,866
-1,483
-1% -$305K 0.3% 90
2022
Q4 		$21.1M Sell
112,349
-968
-0.9% -$194K 0.29% 93
2022
Q3 		$23.8M Buy
+113,317
New +$22.9M 0.34% 84
2015
Q4 		– Sell
-50,259
Closed -$2.22M – 211
2015
Q3 		$2.22M Buy
+50,259
New +$2.52M 0.09% 139
2014
Q1 		– Sell
-48,413
Closed -$2.44M – 200
2013
Q4 		$2.44M Buy
48,413
+10,417
+27% +$456K 0.18% 109
2013
Q3 		$1.62M Buy
37,996
+6,183
+19% +$228K 0.14% 118
2013
Q2 		$1.08M Buy
+31,813
New +$1.19M 0.11% 131

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morningstar Investment Services's ADSK Position: Q1 2025 in Review

Morningstar Investment Services reduced its Autodesk (ADSK) stake by 60% in Q1 2025, selling an estimated $3.87M and leaving 9,122 shares worth $2.39M. The position accounts for 0.44% of the portfolio, ranked #55.

Morningstar Investment Services first reported a position in ADSK in Q2 2013 and has held it in 15 quarters since. The position peaked at $120M in Q4 2023. 1,312 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Morningstar Investment Services held 9,122 shares of Autodesk worth $2.39M as of Q1 2025.
  • Morningstar Investment Services sold 13,609 Autodesk shares in Q1 2025, an estimated $3.87M.
  • Autodesk made up 0.44% of Morningstar Investment Services's portfolio in Q1 2025, its #55 holding.
  • Morningstar Investment Services first reported a position in Autodesk in Q2 2013 and has held it in 15 quarters since.
  • Morningstar Investment Services's Autodesk position peaked at $120M in Q4 2023.
  • 1,312 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.