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
Download as csvQuarterly reported holdings in Autodesk by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 833 | 317.67 |
| 2025-06-30 | $252k | 814 | 309.57 |
| 2025-03-31 | $210k | 801 | 261.80 |
| 2024-12-31 | $228k | 770 | 295.57 |
| 2024-09-30 | $244k | 850 | 286.48 |
| 2024-06-30 | $216k | 850 | 253.82 |
| 2023-12-31 | $212k | 847 | 250.79 |