Rise Advisors’s Autodesk ADSK Stock Holding History

Rise 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 Q4	–	Sell	-155	Closed	-$49.2K	–	123
2025 Q3	$49.2K	Buy	155 +6	+4%	+$1.83K	0.02%	251
2025 Q2	$46.1K	Buy	149 +22	+17%	+$6.24K	0.02%	256
2025 Q1	$33.2K	Buy	127 +3	+2%	+$853	0.01%	304
2024 Q4	$36.7K	Sell	124 -33	-21%	-$9.75K	0.02%	317
2024 Q3	$43.3K	Hold	157	–	–	0.02%	269
2024 Q2	$38.9K	Sell	157 -10	-6%	-$2.25K	0.02%	288
2024 Q1	$43.5K	Buy	167 +122	+271%	+$30.9K	0.02%	253
2023 Q4	$11K	Hold	45	–	–	0.01%	312
2023 Q3	$9.31K	Hold	45	–	–	0.01%	323
2023 Q2	$9.21K	Hold	45	–	–	0.01%	349
2023 Q1	$9.37K	Hold	45	–	–	0.01%	369
2022 Q4	$8.41K	Hold	45	–	–	0.01%	376
2022 Q3	$8K	Buy	45 +10	+29%	+$2.02K	0.01%	363
2022 Q2	$6K	Hold	35	–	–	0.01%	409
2022 Q1	$8K	Buy	35 +15	+75%	+$3.46K	0.01%	354
2021 Q4	$5.62K	Buy	+20	New	+$5.83K	0.01%	395

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 $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Rise Advisors's ADSK Position: Q4 2025 in Review

Rise Advisors sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 155 shares — an estimated $49.2K sold.

Rise Advisors first reported a position in ADSK in Q4 2021 and held it in 16 quarters. The position peaked at $49.2K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Rise Advisors reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 155 Autodesk shares in Q4 2025, an estimated $49.2K.
Rise Advisors first reported a position in Autodesk in Q4 2021 and held it in 16 quarters.
Rise Advisors's Autodesk position peaked at $49.2K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.