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Wood Tarver Financial Group’s Autodesk ADSK Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-40
Closed -$12K – 164
2025
Q2 		$12K Hold
40
– – ﹤0.01% 402
2025
Q1 		$10.5K Hold
40
– – ﹤0.01% 413
2024
Q4 		$11K Buy
+40
New +$11.8K ﹤0.01% 399

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wood Tarver Financial Group's ADSK Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Autodesk (ADSK) in Q3 2025, closing a stake of 40 shares — an estimated $12K sold.

Wood Tarver Financial Group first reported a position in ADSK in Q4 2024 and held it in 3 quarters. The position peaked at $12K in Q2 2025. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Autodesk position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 40 Autodesk shares in Q3 2025, an estimated $12K.
  • Wood Tarver Financial Group first reported a position in Autodesk in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Autodesk position peaked at $12K in Q2 2025.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.