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Stonebridge Financial Group (Pennsylvania)’s Autodesk ADSK Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-62
Closed -$16.2K – 249
2025
Q1 		$16.2K Buy
62
+2
+3% +$569 ﹤0.01% 529
2024
Q4 		$17.7K Buy
+60
New +$17.7K ﹤0.01% 506

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

Stonebridge Financial Group (Pennsylvania)'s ADSK Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 62 shares — an estimated $16.2K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ADSK in Q4 2024 and held it in 2 quarters. The position peaked at $17.7K in Q4 2024. 1,372 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 62 Autodesk shares in Q2 2025, an estimated $16.2K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Autodesk in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Autodesk position peaked at $17.7K in Q4 2024.
  • 1,372 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.