Tortoise Investment Management’s Autodesk ADSK Stock Holding History

Tortoise Investment Management’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	-15	Closed	-$4.76K	–	261
2025 Q3	$4.76K	Buy	15 +6	+67%	+$1.83K	﹤0.01%	703
2025 Q2	$2.79K	Buy	+9	New	+$2.55K	﹤0.01%	734
2024 Q3	–	Sell	-12	Closed	-$2.97K	–	884
2024 Q2	$2.97K	Hold	12	–	–	﹤0.01%	730
2024 Q1	$3.13K	Hold	12	–	–	﹤0.01%	714
2023 Q4	$2.92K	Hold	12	–	–	﹤0.01%	666
2023 Q3	$2.48K	Hold	12	–	–	﹤0.01%	675
2023 Q2	$2.46K	Hold	12	–	–	﹤0.01%	672
2023 Q1	$2.5K	Hold	12	–	–	﹤0.01%	678
2022 Q4	$2.24K	Hold	12	–	–	﹤0.01%	682
2022 Q3	$2K	Sell	12 -15	-56%	-$3.03K	﹤0.01%	669
2022 Q2	$5K	Buy	+27	New	+$5.19K	﹤0.01%	578

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tortoise Investment Management's ADSK Position: Q4 2025 in Review

Tortoise Investment Management sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 15 shares — an estimated $4.76K sold.

Tortoise Investment Management first reported a position in ADSK in Q2 2022 and held it in 11 quarters. The position peaked at $5K in Q2 2022. 1,433 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Tortoise Investment Management reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 15 Autodesk shares in Q4 2025, an estimated $4.76K.
Tortoise Investment Management first reported a position in Autodesk in Q2 2022 and held it in 11 quarters.
Tortoise Investment Management's Autodesk position peaked at $5K in Q2 2022.
1,433 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.