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 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 $3.37T AUM 44.26% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Pathway Financial Advisors's ADSK Position: Q2 2025 in Review

Pathway Financial Advisors sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 826 shares — an estimated $216K sold.

Pathway Financial Advisors first reported a position in ADSK in Q4 2017 and held it in 12 quarters. The position peaked at $244K in Q4 2024. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

Pathway Financial Advisors reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
Pathway Financial Advisors sold 826 Autodesk shares in Q2 2025, an estimated $216K.
Pathway Financial Advisors first reported a position in Autodesk in Q4 2017 and held it in 12 quarters.
Pathway Financial Advisors's Autodesk position peaked at $244K in Q4 2024.
1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.