Wealth Enhancement Advisory Services
ADSK icon

Wealth Enhancement Advisory Services’s Autodesk ADSK Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$20.9M Buy
87,986
+21,986
+33% +$5.53M 0.05% 379
2025
Q4 		$19.4M Buy
66,000
+9,567
+17% +$2.89M 0.03% 491
2025
Q3 		$17.7M Buy
56,433
+4,331
+8% +$1.32M 0.03% 482
2025
Q2 		$16.5M Buy
52,102
+9,276
+22% +$2.63M 0.03% 482
2025
Q1 		$11.2M Buy
42,826
+9,222
+27% +$2.62M 0.02% 545
2024
Q4 		$9.93M Buy
33,604
+16,665
+98% +$4.92M 0.02% 556
2024
Q3 		$4.67M Sell
16,939
-944
-5% -$238K 0.01% 750
2024
Q2 		$4.43M Sell
17,883
-5,482
-23% -$1.23M 0.01% 716
2024
Q1 		$6.08M Sell
23,365
-314
-1% -$79.5K 0.02% 616
2023
Q4 		$5.77M Buy
23,679
+1,910
+9% +$412K 0.02% 573
2023
Q3 		$4.5M Buy
+21,769
New +$4.57M 0.01% 608
2020
Q2 		– Sell
-8,914
Closed -$1.58M – 211
2020
Q1 		$1.58M Buy
+8,914
New +$1.64M 0.06% 122

Other funds holding ADSK

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return