SAG
ADSK icon

SageView Advisory Group’s Autodesk ADSK Stock Holding History

SageView Advisory 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
Q4 		$9.11M Buy
30,765
+39
+0.1% +$11.8K 0.31% 42
2025
Q3 		$9.76M Sell
30,726
-3,135
-9% -$955K 0.34% 37
2025
Q2 		$10.3M Buy
33,861
+32
+0.1% +$9.08K 0.39% 29
2025
Q1 		$8.86M Buy
33,829
+23
+0.1% +$6.54K 0.38% 33
2024
Q4 		$9.99M Buy
33,806
+54
+0.2% +$16K 0.43% 31
2024
Q3 		$9.3M Sell
33,752
-1,328
-4% -$334K 0.47% 31
2024
Q2 		$8.68M Buy
35,080
+149
+0.4% +$33.5K 0.4% 34
2024
Q1 		$9.1M Sell
34,931
-139
-0.4% -$35.2K 0.46% 31
2023
Q4 		$8.99M Buy
35,070
+204
+0.6% +$44.1K 0.39% 33
2023
Q3 		$7.21M Sell
34,866
-116
-0.3% -$24.4K 0.41% 35
2023
Q2 		$7.16M Sell
34,982
-9
-0% -$1.8K 0.4% 37
2023
Q1 		$7.28M Sell
34,991
-606
-2% -$125K 0.46% 36
2022
Q4 		$6.65M Buy
+35,597
New +$7.14M 0.54% 41

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SageView Advisory Group's ADSK Position: Q4 2025 in Review

SageView Advisory Group increased its Autodesk (ADSK) stake by 0.13% in Q4 2025, buying an estimated $11.8K and bringing the position to 30,765 shares worth $9.11M. The position accounts for 0.31% of the portfolio, ranked #42.

SageView Advisory Group first reported a position in ADSK in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.3M in Q2 2025. 1,431 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • SageView Advisory Group held 30,765 shares of Autodesk worth $9.11M as of Q4 2025.
  • SageView Advisory Group bought 39 Autodesk shares in Q4 2025, an estimated $11.8K.
  • Autodesk made up 0.31% of SageView Advisory Group's portfolio in Q4 2025, its #42 holding.
  • SageView Advisory Group first reported a position in Autodesk in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Autodesk position peaked at $10.3M in Q2 2025.
  • 1,431 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.