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Sigma Investment Counselors’s Autodesk ADSK Stock Holding History

Sigma Investment Counselors’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
Q1 		– Sell
-750
Closed -$222K – 188
2024
Q4 		$222K Hold
750
– – 0.01% 187
2024
Q3 		$207K Buy
+750
New +$189K 0.01% 192
2022
Q4 		– Sell
-1,259
Closed -$235K – 183
2022
Q3 		$235K Sell
1,259
-84
-6% -$17K 0.02% 161
2022
Q2 		$231K Buy
+1,343
New +$258K 0.02% 166
2022
Q1 		– Sell
-1,058
Closed -$297K – 191
2021
Q4 		$297K Buy
1,058
+1
+0.1% +$291 0.02% 158
2021
Q3 		$301K Sell
1,057
-24
-2% -$7.35K 0.02% 153
2021
Q2 		$316K Buy
1,081
+121
+13% +$34.5K 0.02% 149
2021
Q1 		$266K Hold
960
– – 0.02% 156
2020
Q4 		$293K Buy
+960
New +$253K 0.03% 146
2019
Q2 		– Sell
-1,410
Closed -$220K – 159
2019
Q1 		$220K Buy
+1,410
New +$211K 0.03% 146
2018
Q4 		– Sell
-1,401
Closed -$219K – 146
2018
Q3 		$219K Buy
+1,401
New +$198K 0.03% 142
2018
Q2 		– Sell
-2,065
Closed -$259K – 136
2018
Q1 		$259K Sell
2,065
-5
-0.2% -$595 0.04% 109
2017
Q4 		$217K Buy
2,070
+5
+0.2% +$583 0.03% 119
2017
Q3 		$232K Hold
2,065
– – 0.03% 126
2017
Q2 		$208K Buy
+2,065
New +$204K 0.03% 125

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sigma Investment Counselors's ADSK Position: Q1 2025 in Review

Sigma Investment Counselors sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 750 shares — an estimated $222K sold.

Sigma Investment Counselors first reported a position in ADSK in Q2 2017 and held it in 15 quarters. The position peaked at $316K in Q2 2021. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Sigma Investment Counselors reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
  • Sigma Investment Counselors sold 750 Autodesk shares in Q1 2025, an estimated $222K.
  • Sigma Investment Counselors first reported a position in Autodesk in Q2 2017 and held it in 15 quarters.
  • Sigma Investment Counselors's Autodesk position peaked at $316K in Q2 2021.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Sigma Investment Counselors's 13F filing for Q1 2025, filed 30 Apr 2025.