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Whalen Wealth Management’s Autodesk ADSK Stock Holding History

Whalen Wealth Management’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
-4,396
Closed -$1.4M – 189
2025
Q3 		$1.4M Buy
4,396
+3,392
+338% +$1.03M 0.82% 26
2025
Q2 		$311K Sell
1,004
-627
-38% -$178K 0.2% 135
2025
Q1 		$427K Buy
+1,631
New +$464K 0.28% 74
2024
Q1 		– Sell
-2,698
Closed -$657K – 113
2023
Q4 		$657K Buy
+2,698
New +$583K 0.59% 44

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Whalen Wealth Management's ADSK Position: Q4 2025 in Review

Whalen Wealth Management sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 4,396 shares — an estimated $1.4M sold.

Whalen Wealth Management first reported a position in ADSK in Q4 2023 and held it in 4 quarters. The position peaked at $1.4M in Q3 2025. 1,432 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

  • Whalen Wealth Management reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,396 Autodesk shares in Q4 2025, an estimated $1.4M.
  • Whalen Wealth Management first reported a position in Autodesk in Q4 2023 and held it in 4 quarters.
  • Whalen Wealth Management's Autodesk position peaked at $1.4M in Q3 2025.
  • 1,432 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.