Wallace Advisory Group’s Autodesk ADSK Stock Holding History

Wallace Advisory Group’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	-1,465	Closed	-$454K	–	129
2025 Q3	$454K	Sell	1,465 -96	-6%	-$29.3K	0.36%	83
2025 Q2	$409K	Sell	1,561 -53	-3%	-$15K	0.3%	104
2025 Q1	$477K	Sell	1,614 -166	-9%	-$47.2K	0.33%	90
2024 Q4	$490K	Sell	1,780 -54	-3%	-$16K	0.34%	83
2024 Q3	$454K	Hold	1,834	–	–	0.33%	81
2024 Q2	$454K	Sell	1,834 -2,696	-60%	-$606K	0.33%	82
2024 Q1	$1.1M	Sell	4,530 -324	-7%	-$82K	0.83%	31
2023 Q4	$1M	Sell	4,854 -274	-5%	-$59.2K	0.79%	29
2023 Q3	$1.05M	Sell	5,128 -1,018	-17%	-$214K	0.75%	31
2023 Q2	$1.28M	Hold	6,146	–	–	0.97%	21
2023 Q1	$1.28M	Buy	6,146 +1,491	+32%	+$307K	0.97%	21
2022 Q4	$870K	Buy	+4,655	New	+$934K	0.69%	35

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wallace Advisory Group's ADSK Position: Q4 2025 in Review

Wallace Advisory Group sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 1,465 shares — an estimated $454K sold.

Wallace Advisory Group first reported a position in ADSK in Q4 2022 and held it in 12 quarters. The position peaked at $1.28M in Q2 2023. 1,431 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Wallace Advisory Group reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Wallace Advisory Group sold 1,465 Autodesk shares in Q4 2025, an estimated $454K.
Wallace Advisory Group first reported a position in Autodesk in Q4 2022 and held it in 12 quarters.
Wallace Advisory Group's Autodesk position peaked at $1.28M in Q2 2023.
1,431 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.