PFA
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Pathway Financial Advisors’s Autodesk ADSK Stock Holding History

Pathway Financial 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
Q2 		– Sell
-826
Closed -$216K – 136
2025
Q1 		$216K Hold
826
– – 0.04% 156
2024
Q4 		$244K Hold
826
– – 0.06% 141
2024
Q3 		$228K Hold
826
– – 0.06% 148
2024
Q2 		$204K Hold
826
– – 0.06% 162
2024
Q1 		$215K Hold
826
– – 0.06% 159
2023
Q4 		$201K Buy
+826
New +$178K 0.06% 156
2022
Q1 		– Sell
-826
Closed -$206K – 142
2021
Q4 		$206K Buy
+826
New +$241K 0.07% 131
2021
Q1 		$232K Hold
826
– – 0.09% 112
2020
Q4 		$228K Buy
+826
New +$218K 0.09% 100
2018
Q3 		– Sell
-826
Closed -$108K – 101
2018
Q2 		$108K Hold
826
– – 0.06% 150
2018
Q1 		$104K Hold
826
– – 0.06% 154
2017
Q4 		$87K Buy
+826
New +$96.3K 0.05% 178

Other funds holding ADSK

BlackRock
BlackRock New York $5.7T 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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return