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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

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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
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