SMF
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Scott Marsh Financial’s Autodesk ADSK Stock Holding History

Scott Marsh Financial’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
Q2 		$723K Buy
+2,336
New +$663K 0.27% 116

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scott Marsh Financial's ADSK Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Autodesk (ADSK) in Q2 2025: 2,336 shares worth $723K. The stake represents 0.27% of the portfolio and ranks #116 among its holdings.

1,372 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Scott Marsh Financial held 2,336 shares of Autodesk worth $723K as of Q2 2025.
  • Autodesk was a new Scott Marsh Financial position in Q2 2025.
  • Autodesk made up 0.27% of Scott Marsh Financial's portfolio in Q2 2025, its #116 holding.
  • 1,372 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.