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Roberts Capital Advisors’s Autodesk ADSK Stock Holding History

Roberts Capital 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
Q3 		– Sell
-2,912
Closed -$901K – 66
2025
Q2 		$901K Hold
2,912
– – 0.67% 44
2025
Q1 		$762K Hold
2,912
– – 0.67% 44
2024
Q4 		$861K Hold
2,912
– – 0.72% 42
2024
Q3 		$802K Hold
2,912
– – 0.69% 44
2024
Q2 		$758K Hold
2,912
– – 0.73% 42
2024
Q1 		$758K Buy
+2,912
New +$737K 0.73% 42
2022
Q3 		$583K Hold
3,122
– – 0.84% 33
2022
Q2 		$537K Hold
3,122
– – 0.74% 42
2022
Q1 		$669K Hold
3,122
– – 0.69% 47
2021
Q4 		$878K Buy
+3,122
New +$910K 0.82% 40

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

Roberts Capital Advisors's ADSK Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 2,912 shares — an estimated $901K sold.

Roberts Capital Advisors first reported a position in ADSK in Q4 2021 and held it in 10 quarters. The position peaked at $901K in Q2 2025. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Roberts Capital Advisors reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 2,912 Autodesk shares in Q3 2025, an estimated $901K.
  • Roberts Capital Advisors first reported a position in Autodesk in Q4 2021 and held it in 10 quarters.
  • Roberts Capital Advisors's Autodesk position peaked at $901K in Q2 2025.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.