Simon Quick Advisors’s Autodesk ADSK Stock Holding History

Simon Quick 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
2025 Q2	–	Sell	-787	Closed	-$206K	–	364
2025 Q1	$206K	Buy	787 +91	+13%	+$25.9K	0.01%	553
2024 Q4	$206K	Buy	+696	New	+$206K	0.01%	443
2024 Q2	–	Sell	-1,107	Closed	-$288K	–	392
2024 Q1	$288K	Buy	+1,107	New	+$280K	0.02%	307
2020 Q4	–	Sell	-143	Closed	-$33K	–	431
2020 Q3	$33K	Hold	143	–	–	0.01%	243
2020 Q2	$34K	Sell	143 -6	-4%	-$1.18K	0.01%	241
2020 Q1	$23K	Sell	149 -59	-28%	-$10.8K	0.01%	269
2019 Q4	$38K	Hold	208	–	–	0.01%	255
2019 Q3	$31K	Buy	208 +146	+235%	+$22.7K	0.01%	211
2019 Q2	$10.1K	Sell	62 -429	-87%	-$72.1K	0.01%	227
2019 Q1	$77K	Buy	491 +13	+3%	+$1.94K	0.03%	142
2018 Q4	$61K	Buy	478 +20	+4%	+$2.7K	0.02%	166
2018 Q3	$71K	Buy	458 +37	+9%	+$5.22K	0.03%	138
2018 Q2	$55K	Buy	421 +362	+614%	+$48K	0.02%	169
2018 Q1	$7K	Hold	59	–	–	﹤0.01%	248
2017 Q4	$7K	Buy	+59	New	+$6.88K	﹤0.01%	347

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return