WPW
ADSK icon

Waldron Private Wealth’s Autodesk ADSK Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-742
Closed -$219K – 296
2024
Q4 		$219K Buy
742
+6
+0.8% +$1.77K 0.01% 390
2024
Q3 		$203K Buy
+736
New +$185K 0.01% 399

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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 $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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Waldron Private Wealth's ADSK Position: Q1 2025 in Review

Waldron Private Wealth sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 742 shares — an estimated $219K sold.

Waldron Private Wealth first reported a position in ADSK in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q4 2024. 1,314 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Waldron Private Wealth reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 742 Autodesk shares in Q1 2025, an estimated $219K.
  • Waldron Private Wealth first reported a position in Autodesk in Q3 2024 and held it in 2 quarters.
  • Waldron Private Wealth's Autodesk position peaked at $219K in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.