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Patriot Financial Group Insurance Agency’s Autodesk ADSK Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,323
Closed -$1.03M – 490
2025
Q2 		$1.03M Buy
3,323
+265
+9% +$75.2K 0.12% 205
2025
Q1 		$801K Buy
3,058
+757
+33% +$215K 0.11% 214
2024
Q4 		$680K Buy
2,301
+129
+6% +$38.1K 0.09% 234
2024
Q3 		$598K Sell
2,172
-495
-19% -$125K 0.08% 264
2024
Q2 		$660K Buy
2,667
+344
+15% +$77.3K 0.1% 227
2024
Q1 		$605K Buy
2,323
+1,346
+138% +$341K 0.1% 230
2023
Q4 		$238K Buy
+977
New +$211K 0.04% 384
2022
Q3 		– Sell
-5
Closed -$1K – 434
2022
Q2 		$1K Hold
5
– – ﹤0.01% 1849
2022
Q1 		$1K Hold
5
– – ﹤0.01% 1906
2021
Q4 		$1K Sell
5
-11
-69% -$3.21K ﹤0.01% 1999
2021
Q3 		$5K Sell
16
-1
-6% -$306 ﹤0.01% 1671
2021
Q2 		$5K Hold
17
– – ﹤0.01% 1622
2021
Q1 		$5K Sell
17
-33
-66% -$9.52K ﹤0.01% 1528
2020
Q4 		$15K Hold
50
– – ﹤0.01% 1072
2020
Q3 		$12K Buy
50
+1
+2% +$238 ﹤0.01% 961
2020
Q2 		$12K Buy
49
+3
+7% +$590 ﹤0.01% 894
2020
Q1 		$7K Sell
46
-1
-2% -$184 ﹤0.01% 954
2019
Q4 		$9K Sell
47
-1,100
-96% -$178K ﹤0.01% 849
2019
Q3 		$169K Buy
1,147
+851
+288% +$132K 0.08% 232
2019
Q2 		$50K Buy
296
+250
+543% +$42K 0.02% 433
2019
Q1 		$7K Buy
+46
New +$6.88K ﹤0.01% 769

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ADSK Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 3,323 shares — an estimated $1.03M sold.

Patriot Financial Group Insurance Agency first reported a position in ADSK in Q1 2019 and held it in 21 quarters. The position peaked at $1.03M in Q2 2025. 1,398 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,323 Autodesk shares in Q3 2025, an estimated $1.03M.
  • Patriot Financial Group Insurance Agency first reported a position in Autodesk in Q1 2019 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's Autodesk position peaked at $1.03M in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.