Superior Planning, LLC’s Autodesk ADSK Stock Holding History

Superior Planning, LLC’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
2026 Q3	$14.2K	Buy	+68	New	+$15.5K	0.01%	806

Other funds holding ADSK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's ADSK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Autodesk (ADSK) in Q3 2026: 68 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #806 among its holdings.

885 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

Superior Planning, LLC held 68 shares of Autodesk worth $14.2K as of Q3 2026.
Autodesk was a new Superior Planning, LLC position in Q3 2026.
Autodesk made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #806 holding.
885 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.