UF
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Univest Financial’s Autodesk ADSK Stock Holding History

Univest 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
Q2 		– Sell
-9,024
Closed -$2.36M – 267
2025
Q1 		$2.36M Sell
9,024
-3,695
-29% -$1.05M 0.15% 108
2024
Q4 		$3.76M Buy
12,719
+937
+8% +$277K 0.24% 76
2024
Q3 		$3.25M Buy
11,782
+10,274
+681% +$2.59M 0.21% 85
2024
Q2 		$373K Buy
1,508
+714
+90% +$160K 0.1% 87
2024
Q1 		$207K Buy
+794
New +$201K 0.06% 130

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 $3.38T AUM 44.17% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Univest Financial's ADSK Position: Q2 2025 in Review

Univest Financial sold out of Autodesk (ADSK) in Q2 2025, closing a stake of 9,024 shares — an estimated $2.36M sold.

Univest Financial first reported a position in ADSK in Q1 2024 and held it in 5 quarters. The position peaked at $3.76M in Q4 2024. 1,374 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Univest Financial reported no remaining Autodesk position as of Q2 2025 after selling out during the quarter.
  • Univest Financial sold 9,024 Autodesk shares in Q2 2025, an estimated $2.36M.
  • Univest Financial first reported a position in Autodesk in Q1 2024 and held it in 5 quarters.
  • Univest Financial's Autodesk position peaked at $3.76M in Q4 2024.
  • 1,374 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Univest Financial's 13F filing for Q2 2025, filed 4 Aug 2025.