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Action Point Financial Planning’s Autodesk ADSK Stock Holding History

Action Point Financial Planning’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
Q2 		$10.7K Buy
+58
New +$13.2K ﹤0.01% 1425

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Action Point Financial Planning's ADSK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Autodesk (ADSK) in Q2 2026: 58 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings.

1,188 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Action Point Financial Planning held 58 shares of Autodesk worth $10.7K as of Q2 2026.
  • Autodesk was a new Action Point Financial Planning position in Q2 2026.
  • Autodesk made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1425 holding.
  • 1,188 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.