Whelan Financial’s Autodesk ADSK Stock Holding History

Whelan Financial’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	-680	Closed	-$216K	–	97
2025 Q3	$216K	Buy	+680	New	+$207K	0.07%	90

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

Whelan Financial's ADSK Position: Q4 2025 in Review

Whelan Financial sold out of Autodesk (ADSK) in Q4 2025, closing a stake of 680 shares — an estimated $216K sold.

Whelan Financial first reported a position in ADSK in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 1,432 funds tracked by Wall St. Rank hold ADSK as of Q4 2025.

Whelan Financial reported no remaining Autodesk position as of Q4 2025 after selling out during the quarter.
Whelan Financial sold 680 Autodesk shares in Q4 2025, an estimated $216K.
Whelan Financial first reported a position in Autodesk in Q3 2025 and held it in 1 quarter.
Whelan Financial's Autodesk position peaked at $216K in Q3 2025.
1,432 funds tracked by Wall St. Rank held Autodesk as of Q4 2025.

Based on Whelan Financial's 13F filing for Q4 2025, filed 2 Feb 2026.