WESPAC Advisors’s Autodesk ADSK Stock Holding History

WESPAC Advisors’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	-991	Closed	-$315K	–	179
2025 Q3	$315K	Sell	991 -125	-11%	-$38.1K	0.18%	141
2025 Q2	$345K	Buy	+1,116	New	+$317K	0.24%	129
2021 Q1	–	Sell	-1,125	Closed	-$344K	–	162
2020 Q4	$344K	Buy	+1,125	New	+$296K	0.27%	99
2019 Q3	–	Sell	-1,962	Closed	-$320K	–	96
2019 Q2	$320K	Buy	+1,962	New	+$330K	0.24%	81
2018 Q4	–	Sell	-1,878	Closed	-$293K	–	102
2018 Q3	$293K	Buy	+1,878	New	+$265K	0.17%	113
2017 Q3	–	Sell	-7,669	Closed	-$773K	–	140
2017 Q2	$773K	Buy	7,669 +3,646	+91%	+$361K	0.53%	61
2017 Q1	$348K	Sell	4,023 -437	-10%	-$36.6K	0.4%	86
2016 Q4	$330K	Buy	+4,460	New	+$328K	0.37%	79

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

WESPAC Advisors's ADSK Position: Q4 2025 in Review

WESPAC Advisors sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 991 shares — an estimated $315K sold.

WESPAC Advisors first reported a position in ADSK in Q4 2016 and held it in 8 quarters. The position peaked at $773K in Q2 2017. 1,433 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

WESPAC Advisors reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors sold 991 Autodesk shares in Q4 2025, an estimated $315K.
WESPAC Advisors first reported a position in Autodesk in Q4 2016 and held it in 8 quarters.
WESPAC Advisors's Autodesk position peaked at $773K in Q2 2017.
1,433 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on WESPAC Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.