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Autodesk shares owned by UMA Financial Services

Quarter-by-quarter ownership of Autodesk (ADSK) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Autodesk

Tip: Access up to 7 years of quarterly data

All positions including Autodesk held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Autodesk by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $244k 850 286.48
2024-06-30 $216k 850 253.82
2023-12-31 $212k 847 250.79

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding Autodesk

Vanguard Group
BlackRock
BlackRock
State Street Corporation
T. Rowe Price Associates
Investec Asset Management
Geode Capital Management
Reed Conner & Birdwell
Amundi
Brown Advisory Holdings Incorporated
T. Rowe Price Investment Management
ClearBridge Advisors
Sustainable Growth Advisers
Morgan Stanley
Principal Financial Group

View all funds holding Autodesk