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Union Savings Bank’s Autodesk ADSK Stock Holding History

Union Savings Bank’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
Q2 		– Sell
-138
Closed -$36.1K – 283
2025
Q1 		$36.1K Hold
138
– – 0.02% 231
2024
Q4 		$40.8K Buy
+138
New +$40.8K 0.02% 220

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Union Savings Bank's ADSK Position: Q2 2025 in Review

Union Savings Bank sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 138 shares — an estimated $36.1K sold.

Union Savings Bank first reported a position in ADSK in Q4 2024 and held it in 2 quarters. The position peaked at $40.8K in Q4 2024. 1,372 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Union Savings Bank reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
  • Union Savings Bank sold 138 Autodesk shares in Q2 2025, an estimated $36.1K.
  • Union Savings Bank first reported a position in Autodesk in Q4 2024 and held it in 2 quarters.
  • Union Savings Bank's Autodesk position peaked at $40.8K in Q4 2024.
  • 1,372 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.