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Putney Financial Group’s Autodesk ADSK Stock Holding History

Putney Financial Group’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
-190
Closed -$58.8K – 85
2025
Q2 		$58.8K Sell
190
-15
-7% -$4.26K 0.06% 123
2025
Q1 		$53.7K Hold
205
– – 0.06% 117
2024
Q4 		$60.6K Buy
+205
New +$60.6K 0.05% 127

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T 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 $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 $298B AUM 21.96% 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

Putney Financial Group's ADSK Position: Q3 2025 in Review

Putney Financial Group sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 190 shares — an estimated $58.8K sold.

Putney Financial Group first reported a position in ADSK in Q4 2024 and held it in 3 quarters. The position peaked at $60.6K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Putney Financial Group reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 190 Autodesk shares in Q3 2025, an estimated $58.8K.
  • Putney Financial Group first reported a position in Autodesk in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Autodesk position peaked at $60.6K in Q4 2024.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.