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Operose Advisors’s Autodesk ADSK Stock Holding History

Operose Advisors’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 		$1.92K Buy
+8
New +$2.01K ﹤0.01% 497
2024
Q4 		– Sell
-167
Closed -$46K – 430
2024
Q3 		$46K Hold
167
– – 0.01% 281
2024
Q2 		$41.3K Hold
167
– – 0.01% 257
2024
Q1 		$43.5K Sell
167
-150
-47% -$38K 0.01% 266
2023
Q4 		$77.2K Buy
317
+150
+90% +$32.4K 0.03% 182
2023
Q3 		$34.6K Buy
+167
New +$35.1K 0.01% 371

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