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Symphony Financial’s Autodesk ADSK Stock Holding History

Symphony Financial’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
-813
Closed -$259K – 288
2025
Q3 		$259K Sell
813
-1,062
-57% -$324K 0.03% 237
2025
Q2 		$249K Buy
+1,875
New +$532K 0.03% 223
2021
Q2 		– Sell
-2,261
Closed -$581K – 163
2021
Q1 		$581K Buy
2,261
+81
+4% +$23.4K 0.15% 99
2020
Q4 		$647K Buy
2,180
+250
+13% +$65.9K 0.23% 75
2020
Q3 		$446K Buy
+1,930
New +$459K 0.18% 84

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 $1.02T AUM 30.18% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Symphony Financial's ADSK Position: Q4 2025 in Review

Symphony Financial sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 813 shares — an estimated $259K sold.

Symphony Financial first reported a position in ADSK in Q3 2020 and held it in 5 quarters. The position peaked at $647K in Q4 2020. 1,433 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Symphony Financial reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Symphony Financial sold 813 Autodesk shares in Q4 2025, an estimated $259K.
  • Symphony Financial first reported a position in Autodesk in Q3 2020 and held it in 5 quarters.
  • Symphony Financial's Autodesk position peaked at $647K in Q4 2020.
  • 1,433 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.