SWP
ADSK icon

Stratos Wealth Partners’s Autodesk ADSK Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-717
Closed -$228K – 1589
2025
Q3 		$228K Buy
717
+67
+10% +$20.4K ﹤0.01% 1394
2025
Q2 		$201K Buy
+650
New +$184K ﹤0.01% 1334
2025
Q1 		– Sell
-1,281
Closed -$379K – 1363
2024
Q4 		$379K Buy
1,281
+59
+5% +$17.4K 0.01% 1042
2024
Q3 		$337K Buy
1,222
+308
+34% +$77.5K ﹤0.01% 1093
2024
Q2 		$226K Sell
914
-358
-28% -$80.4K ﹤0.01% 1220
2024
Q1 		$331K Sell
1,272
-52
-4% -$13.2K 0.01% 1063
2023
Q4 		$322K Sell
1,324
-124
-9% -$26.8K 0.01% 1045
2023
Q3 		$300K Buy
1,448
+235
+19% +$49.4K 0.01% 1013
2023
Q2 		$248K Buy
+1,213
New +$243K 0.01% 1023
2023
Q1 		– Sell
-1,262
Closed -$236K – 1128
2022
Q4 		$236K Buy
1,262
+120
+11% +$24.1K 0.01% 987
2022
Q3 		$213K Sell
1,142
-109
-9% -$22K 0.01% 1002
2022
Q2 		$215K Sell
1,251
-95
-7% -$18.3K 0.01% 1058
2022
Q1 		$289K Buy
1,346
+93
+7% +$21.4K 0.01% 1001
2021
Q4 		$352K Sell
1,253
-235
-16% -$68.5K 0.01% 943
2021
Q3 		$424K Buy
1,488
+517
+53% +$158K 0.01% 812
2021
Q2 		$284K Sell
971
-51
-5% -$14.5K 0.01% 995
2021
Q1 		$283K Sell
1,022
-398
-28% -$115K 0.01% 907
2020
Q4 		$434K Buy
1,420
+541
+62% +$143K 0.01% 723
2020
Q3 		$203K Sell
879
-7
-0.8% -$1.66K 0.01% 916
2020
Q2 		$212K Buy
+886
New +$174K 0.01% 877
2018
Q2 		– Sell
-1,073
Closed -$135K – 986
2018
Q1 		$135K Sell
1,073
-292
-21% -$34.8K 0.01% 1047
2017
Q4 		$143K Buy
+1,365
New +$159K 0.01% 1006

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stratos Wealth Partners's ADSK Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 717 shares — an estimated $228K sold.

Stratos Wealth Partners first reported a position in ADSK in Q4 2017 and held it in 22 quarters. The position peaked at $434K in Q4 2020. 1,435 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 717 Autodesk shares in Q4 2025, an estimated $228K.
  • Stratos Wealth Partners first reported a position in Autodesk in Q4 2017 and held it in 22 quarters.
  • Stratos Wealth Partners's Autodesk position peaked at $434K in Q4 2020.
  • 1,435 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.