Toth Financial Advisory’s Autodesk ADSK Stock Holding History

Toth Financial Advisory’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	-1	Closed	-$297	–	921
2025 Q4	$297	Buy	+1	New	+$303	﹤0.01%	834
2024 Q2	–	Sell	-30	Closed	-$7.81K	–	741
2024 Q1	$7.81K	Hold	30	–	–	﹤0.01%	480
2023 Q4	$7.3K	Hold	30	–	–	﹤0.01%	485
2023 Q3	$6.21K	Hold	30	–	–	﹤0.01%	501
2023 Q2	$6.14K	Sell	30 -43	-59%	-$8.6K	﹤0.01%	532
2023 Q1	$15.2K	Buy	73 +9	+14%	+$1.85K	﹤0.01%	412
2022 Q4	$12K	Hold	64	–	–	﹤0.01%	425
2022 Q3	$12K	Hold	64	–	–	﹤0.01%	431
2022 Q2	$11K	Hold	64	–	–	﹤0.01%	422
2022 Q1	$14K	Hold	64	–	–	﹤0.01%	422
2021 Q4	$18K	Hold	64	–	–	﹤0.01%	409
2021 Q3	$18K	Buy	+64	New	+$19.6K	﹤0.01%	410
2021 Q1	–	Sell	-1,460	Closed	-$446K	–	671
2020 Q4	$446K	Sell	1,460 -1,455	-50%	-$383K	0.08%	142
2020 Q3	$673K	Buy	2,915 +1,675	+135%	+$398K	0.13%	116
2020 Q2	$297K	Buy	+1,240	New	+$244K	0.06%	145
2019 Q3	–	Sell	-1,500	Closed	-$244K	–	466
2019 Q2	$244K	Buy	+1,500	New	+$252K	0.05%	159

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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