Balance Wealth’s Autodesk ADSK Stock Holding History

Balance Wealth’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	$1.21K	Buy	+6	New	+$1.37K	﹤0.01%	816

Other funds holding ADSK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

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

Balance Wealth's ADSK Position: Q3 2026 in Review

Balance Wealth opened a new position in Autodesk (ADSK) in Q3 2026: 6 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings.

1,030 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

Balance Wealth held 6 shares of Autodesk worth $1.21K as of Q3 2026.
Autodesk was a new Balance Wealth position in Q3 2026.
Autodesk made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #816 holding.
1,030 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.