NewSquare Capital’s Autodesk ADSK Stock Holding History

NewSquare Capital’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	-186	Closed	-$57.6K	–	205
2025 Q2	$57.6K	Buy	186 +131	+238%	+$37.2K	﹤0.01%	269
2025 Q1	$14.4K	Buy	55 +39	+244%	+$11.1K	﹤0.01%	454
2024 Q4	$4.73K	Buy	+16	New	+$4.73K	﹤0.01%	375
2023 Q2	–	Hold	0	–	–	–	859
2023 Q1	–	Hold	0	–	–	–	891
2016 Q4	–	Sell	-340	Closed	-$25K	–	324
2016 Q3	$25K	Hold	340	–	–	0.01%	191
2016 Q2	$18K	Sell	340 -33	-9%	-$1.91K	﹤0.01%	221
2016 Q1	$22K	Buy	373 +345	+1,232%	+$18K	0.01%	213
2015 Q4	$2K	Hold	28	–	–	﹤0.01%	300
2015 Q3	$1K	Hold	28	–	–	﹤0.01%	296
2015 Q2	$1K	Hold	28	–	–	﹤0.01%	327
2015 Q1	$2K	Hold	28	–	–	﹤0.01%	268
2014 Q4	$2K	Hold	28	–	–	﹤0.01%	274
2014 Q3	$2K	Hold	28	–	–	﹤0.01%	282
2014 Q2	$2K	Buy	+28	New	+$1.42K	﹤0.01%	246

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $43.1B AUM 23.42% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return