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Stonegate Investment Group’s Autodesk ADSK Stock Holding History

Stonegate Investment Group’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
Q3 		$5.4M Sell
17,005
-127
-0.7% -$38.7K 0.13% 78
2025
Q2 		$5.3M Sell
17,132
-150
-0.9% -$42.6K 0.13% 71
2025
Q1 		$4.52M Sell
17,282
-397
-2% -$113K 0.12% 71
2024
Q4 		$5.23M Sell
17,679
-9
-0.1% -$2.66K 0.14% 69
2024
Q3 		$4.87M Sell
17,688
-156
-0.9% -$39.3K 0.13% 75
2024
Q2 		$4.42M Buy
17,844
+45
+0.3% +$10.1K 0.13% 75
2024
Q1 		$4.64M Buy
17,799
+1,767
+11% +$447K 0.15% 73
2023
Q4 		$3.9M Buy
16,032
+627
+4% +$135K 0.13% 74
2023
Q3 		$3.19M Buy
15,405
+1,772
+13% +$372K 0.12% 82
2023
Q2 		$2.79M Buy
13,633
+4,995
+58% +$999K 0.1% 88
2023
Q1 		$1.8M Buy
8,638
+986
+13% +$203K 0.07% 116
2022
Q4 		$1.43M Buy
7,652
+3,902
+104% +$783K 0.06% 118
2022
Q3 		$701K Sell
3,750
-171
-4% -$34.6K 0.03% 155
2022
Q2 		$674K Buy
3,921
+562
+17% +$108K 0.03% 158
2022
Q1 		$720K Sell
3,359
-5,642
-63% -$1.3M 0.02% 147
2021
Q4 		$2.53M Buy
+9,001
New +$2.62M 0.11% 90

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Stonegate Investment Group's ADSK Position: Q3 2025 in Review

Stonegate Investment Group reduced its Autodesk (ADSK) stake by 0.74% in Q3 2025, selling an estimated $38.7K and leaving 17,005 shares worth $5.4M. The position accounts for 0.13% of the portfolio, ranked #78.

Stonegate Investment Group first reported a position in ADSK in Q4 2021 and has held it in 16 quarters since. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Stonegate Investment Group held 17,005 shares of Autodesk worth $5.4M as of Q3 2025.
  • Stonegate Investment Group sold 127 Autodesk shares in Q3 2025, an estimated $38.7K.
  • Autodesk made up 0.13% of Stonegate Investment Group's portfolio in Q3 2025, its #78 holding.
  • Stonegate Investment Group first reported a position in Autodesk in Q4 2021 and has held it in 16 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.