SCA
ADSK icon

Sandy Cove Advisors’s Autodesk ADSK Stock Holding History

Sandy Cove 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
2026
Q1 		– Sell
-884
Closed -$262K – 147
2025
Q4 		$262K Sell
884
-4
-0.5% -$1.21K 0.08% 118
2025
Q3 		$282K Buy
888
+27
+3% +$8.23K 0.09% 114
2025
Q2 		$267K Buy
861
+82
+11% +$23.3K 0.1% 108
2025
Q1 		$204K Sell
779
-2
-0.3% -$569 0.08% 117
2024
Q4 		$231K Hold
781
– – 0.09% 112
2024
Q3 		$215K Buy
+781
New +$197K 0.09% 117
2024
Q2 		– Sell
-769
Closed -$200K – 112
2024
Q1 		$200K Buy
+769
New +$195K 0.09% 118
2022
Q2 		– Sell
-989
Closed -$212K – 83
2022
Q1 		$212K Buy
989
+9
+0.9% +$2.07K 0.18% 82
2021
Q4 		$276K Buy
+980
New +$286K 0.23% 60

Other funds holding ADSK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return