SGA
ADSK icon

Strategic Global Advisors’s Autodesk ADSK Stock Holding History

Strategic Global 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
2026
Q1 		– Sell
-18,380
Closed -$5.44M – 144
2025
Q4 		$5.44M Sell
18,380
-410
-2% -$124K 0.84% 35
2025
Q3 		$5.97M Sell
18,790
-320
-2% -$97.5K 0.9% 35
2025
Q2 		$5.92M Buy
19,110
+1,167
+7% +$331K 0.96% 35
2025
Q1 		$4.7M Sell
17,943
-670
-4% -$191K 0.93% 37
2024
Q4 		$5.5M Buy
18,613
+731
+4% +$216K 1.01% 28
2024
Q3 		$4.93M Sell
17,882
-179
-1% -$45.1K 0.97% 34
2024
Q2 		$4.47M Buy
18,061
+342
+2% +$76.8K 0.93% 29
2024
Q1 		$4.61M Sell
17,719
-500
-3% -$127K 1% 33
2023
Q4 		$4.44M Sell
18,219
-12,667
-41% -$2.74M 1.02% 32
2023
Q3 		$6.39M Buy
30,886
+19,614
+174% +$4.12M 1.06% 30
2023
Q2 		$2.31M Buy
+11,272
New +$2.25M 0.35% 93

Other funds holding ADSK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return