CFC Planning Company’s Autodesk ADSK Stock Holding History

CFC Planning Company’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	–	Sell	-4,481	Closed	-$1.07M	–	73
2026 Q1	$1.07M	Buy	+4,481	New	+$1.13M	0.77%	37

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CFC Planning Company's ADSK Position: Q2 2026 in Review

CFC Planning Company sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 4,481 shares — an estimated $1.07M sold.

CFC Planning Company first reported a position in ADSK in Q1 2026 and held it in 1 quarter. The position peaked at $1.07M in Q1 2026. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

CFC Planning Company reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
CFC Planning Company sold 4,481 Autodesk shares in Q2 2026, an estimated $1.07M.
CFC Planning Company first reported a position in Autodesk in Q1 2026 and held it in 1 quarter.
CFC Planning Company's Autodesk position peaked at $1.07M in Q1 2026.
1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.