Optimum Investment Advisors’s Autodesk ADSK Stock Holding History

Optimum Investment 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
2025 Q3	$28.6K	Hold	90	–	–	0.01%	406
2025 Q2	$27.9K	Sell	90 -25	-22%	-$7.09K	0.01%	400
2025 Q1	$30.1K	Hold	115	–	–	0.01%	393
2024 Q4	$34K	Hold	115	–	–	0.02%	380
2024 Q3	$31.7K	Hold	115	–	–	0.01%	395
2024 Q2	$28.5K	Hold	115	–	–	0.01%	401
2024 Q1	$29.9K	Hold	115	–	–	0.01%	413
2023 Q4	$28K	Sell	115 -50	-30%	-$10.8K	0.01%	405
2023 Q3	$34.1K	Hold	165	–	–	0.02%	412
2023 Q2	$33.8K	Hold	165	–	–	0.02%	415
2023 Q1	$34.3K	Sell	165 -40	-20%	-$8.24K	0.02%	417
2022 Q4	$38.3K	Hold	205	–	–	0.02%	416
2022 Q3	$38K	Hold	205	–	–	0.02%	419
2022 Q2	$35K	Sell	205 -29	-12%	-$5.58K	0.02%	448
2022 Q1	$50K	Buy	234 +29	+14%	+$6.68K	0.02%	428
2021 Q4	$58K	Sell	205 -75	-27%	-$21.9K	0.02%	434
2021 Q3	$80K	Hold	280	–	–	0.03%	367
2021 Q2	$82K	Buy	280 +240	+600%	+$68.5K	0.03%	415
2021 Q1	$11K	Hold	40	–	–	﹤0.01%	748
2020 Q4	$12K	Buy	+40	New	+$10.5K	﹤0.01%	697

Other funds holding ADSK

BlackRock New York $5.72T 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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Optimum Investment Advisors's ADSK Position: Q3 2025 in Review

Optimum Investment Advisors held its Autodesk (ADSK) position steady in Q3 2025 at 90 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #406.

Optimum Investment Advisors first reported a position in ADSK in Q4 2020 and has held it in 20 quarters since. The position peaked at $82K in Q2 2021. 1,398 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

Optimum Investment Advisors held 90 shares of Autodesk worth $28.6K as of Q3 2025.
Optimum Investment Advisors left its Autodesk share count unchanged in Q3 2025.
Autodesk made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #406 holding.
Optimum Investment Advisors first reported a position in Autodesk in Q4 2020 and has held it in 20 quarters since.
Optimum Investment Advisors's Autodesk position peaked at $82K in Q2 2021.
1,398 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.