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Wambolt & Associates’s Autodesk ADSK Stock Holding History

Wambolt & Associates’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 		$439K Sell
1,408
-80
-5% -$22.7K 0.15% 122
2025
Q1 		$394K Sell
1,488
-18
-1% -$5.12K 0.13% 126
2024
Q4 		$445K Hold
1,506
– – 0.14% 126
2024
Q3 		$403K Sell
1,506
-81
-5% -$20.4K 0.11% 136
2024
Q2 		$390K Buy
1,587
+41
+3% +$9.21K 0.11% 144
2024
Q1 		$401K Sell
1,546
-9
-0.6% -$2.28K 0.12% 157
2023
Q4 		$379K Buy
1,555
+51
+3% +$11K 0.12% 185
2023
Q3 		$314K Buy
1,504
+86
+6% +$18.1K 0.11% 199
2023
Q2 		$290K Sell
1,418
-151
-10% -$30.2K 0.1% 205
2023
Q1 		$326K Sell
1,569
-86
-5% -$17.7K 0.12% 203
2022
Q4 		$309K Hold
1,655
– – 0.12% 191
2022
Q3 		$309K Hold
1,655
– – 0.13% 184
2022
Q2 		$285K Sell
1,655
-22
-1% -$4.23K 0.11% 195
2022
Q1 		$357K Sell
1,677
-21
-1% -$4.84K 0.13% 180
2021
Q4 		$477K Buy
1,698
+932
+122% +$272K 0.17% 156
2021
Q3 		$218K Buy
+766
New +$234K 0.09% 228

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

Wambolt & Associates's ADSK Position: Q2 2025 in Review

Wambolt & Associates reduced its Autodesk (ADSK) stake by 5.4% in Q2 2025, selling an estimated $22.7K and leaving 1,408 shares worth $439K. The position accounts for 0.15% of the portfolio, ranked #122.

Wambolt & Associates first reported a position in ADSK in Q3 2021 and has held it in 16 quarters since. The position peaked at $477K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold ADSK as of Q2 2025.

  • Wambolt & Associates held 1,408 shares of Autodesk worth $439K as of Q2 2025.
  • Wambolt & Associates sold 80 Autodesk shares in Q2 2025, an estimated $22.7K.
  • Autodesk made up 0.15% of Wambolt & Associates's portfolio in Q2 2025, its #122 holding.
  • Wambolt & Associates first reported a position in Autodesk in Q3 2021 and has held it in 16 quarters since.
  • Wambolt & Associates's Autodesk position peaked at $477K in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Autodesk as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.