Root Financial Partners
ADSK icon

Root Financial Partners’s Autodesk ADSK Stock Holding History

Root Financial Partners’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
2026
Q3 		$60.8K Buy
+291
New +$66.4K ﹤0.01% 982
2026
Q2 		– Sell
-324
Closed -$77.6K – 452
2026
Q1 		$77.6K Sell
324
-23
-7% -$5.78K ﹤0.01% 676
2025
Q4 		$103K Buy
347
+27
+8% +$8.17K 0.01% 461
2025
Q3 		$102K Buy
+320
New +$97.5K 0.01% 443

Other funds holding ADSK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's ADSK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Autodesk (ADSK) in Q3 2026: 291 shares worth $60.8K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ADSK as recently as Q1 2026.

Root Financial Partners first reported a position in ADSK in Q3 2025 and has held it in 4 quarters since. The position peaked at $103K in Q4 2025. 843 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Root Financial Partners held 291 shares of Autodesk worth $60.8K as of Q3 2026.
  • Autodesk was a new Root Financial Partners position in Q3 2026.
  • Autodesk made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #982 holding.
  • Root Financial Partners first reported a position in Autodesk in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Autodesk position peaked at $103K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.