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
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 $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 $3.38T AUM 44.17% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NewSquare Capital's ADSK Position: Q3 2025 in Review

NewSquare Capital sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 186 shares — an estimated $57.6K sold.

NewSquare Capital first reported a position in ADSK in Q2 2014 and held it in 13 quarters. The position peaked at $57.6K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

NewSquare Capital reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 186 Autodesk shares in Q3 2025, an estimated $57.6K.
NewSquare Capital first reported a position in Autodesk in Q2 2014 and held it in 13 quarters.
NewSquare Capital's Autodesk position peaked at $57.6K in Q2 2025.
1,400 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.