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Richardson Financial Services’s Autodesk ADSK Stock Holding History

Richardson Financial Services’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
-3
Closed -$785 – 610
2025
Q1 		$785 Hold
3
– – ﹤0.01% 535
2024
Q4 		$887 Sell
3
-7
-70% -$2.07K ﹤0.01% 538
2024
Q3 		$2.59K Buy
10
+4
+67% +$1.01K ﹤0.01% 483
2024
Q2 		$1.49K Hold
6
– – ﹤0.01% 480
2024
Q1 		$1.56K Buy
+6
New +$1.52K ﹤0.01% 513

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 $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richardson Financial Services's ADSK Position: Q2 2025 in Review

Richardson Financial Services sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 3 shares — an estimated $785 sold.

Richardson Financial Services first reported a position in ADSK in Q1 2024 and held it in 5 quarters. The position peaked at $2.59K in Q3 2024. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Richardson Financial Services reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
  • Richardson Financial Services sold 3 Autodesk shares in Q2 2025, an estimated $785.
  • Richardson Financial Services first reported a position in Autodesk in Q1 2024 and held it in 5 quarters.
  • Richardson Financial Services's Autodesk position peaked at $2.59K in Q3 2024.
  • 1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

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