Creative Planning’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.3M | Buy |
97,244
+41,290
| +74% | +$10.4M | 0.02% | 380 |
|
|
2025
Q4 | $16.6M | Buy |
55,954
+5,057
| +10% | +$1.53M | 0.01% | 438 |
|
|
2025
Q3 | $16.2M | Buy |
50,897
+6,154
| +14% | +$1.88M | 0.01% | 422 |
|
|
2025
Q2 | $13.9M | Sell |
44,743
-3,456
| -7% | -$980K | 0.01% | 426 |
|
|
2025
Q1 | $12.6M | Buy |
48,199
+3,762
| +8% | +$1.07M | 0.01% | 423 |
|
|
2024
Q4 | $13.1M | Buy |
44,437
+4,407
| +11% | +$1.3M | 0.01% | 380 |
|
|
2024
Q3 | $11M | Buy |
40,030
+2,371
| +6% | +$597K | 0.01% | 412 |
|
|
2024
Q2 | $9.32M | Buy |
37,659
+1,900
| +5% | +$427K | 0.01% | 434 |
|
|
2024
Q1 | $9.31M | Buy |
35,759
+2,615
| +8% | +$662K | 0.01% | 424 |
|
|
2023
Q4 | $8.07M | Buy |
33,144
+6,644
| +25% | +$1.43M | 0.02% | 431 |
|
|
2023
Q3 | $5.48M | Buy |
26,500
+7,845
| +42% | +$1.65M | 0.01% | 502 |
|
|
2023
Q2 | $3.82M | Buy |
18,655
+1,058
| +6% | +$212K | 0.01% | 597 |
|
|
2023
Q1 | $3.66M | Buy |
17,597
+936
| +6% | +$193K | 0.01% | 579 |
|
|
2022
Q4 | $3.11M | Buy |
16,661
+5,523
| +50% | +$1.11M | ﹤0.01% | 604 |
|
|
2022
Q3 | $2.08M | Sell |
11,138
-3,911
| -26% | -$790K | ﹤0.01% | 689 |
|
|
2022
Q2 | $2.59M | Buy |
15,049
+4,149
| +38% | +$798K | ﹤0.01% | 629 |
|
|
2022
Q1 | $2.34M | Sell |
10,900
-135
| -1% | -$31.1K | ﹤0.01% | 667 |
|
|
2021
Q4 | $3.1M | Sell |
11,035
-110
| -1% | -$32.1K | 0.01% | 559 |
|
|
2021
Q3 | $3.18M | Buy |
11,145
+778
| +8% | +$238K | 0.01% | 549 |
|
|
2021
Q2 | $3.03M | Sell |
10,367
-186
| -2% | -$53.1K | 0.01% | 543 |
|
|
2021
Q1 | $2.92M | Buy |
10,553
+561
| +6% | +$162K | 0.01% | 569 |
|
|
2020
Q4 | $3.05M | Sell |
9,992
-1,117
| -10% | -$294K | 0.01% | 511 |
|
|
2020
Q3 | $2.57M | Buy |
11,109
+452
| +4% | +$107K | 0.01% | 478 |
|
|
2020
Q2 | $2.55M | Sell |
10,657
-1,225
| -10% | -$241K | 0.01% | 423 |
|
|
2020
Q1 | $1.85M | Sell |
11,882
-1,091
| -8% | -$200K | 0.01% | 454 |
|
|
2019
Q4 | $2.38M | Buy |
12,973
+418
| +3% | +$67.7K | 0.01% | 463 |
|
|
2019
Q3 | $1.85M | Buy |
12,555
+137
| +1% | +$21.3K | 0.01% | 515 |
|
|
2019
Q2 | $2.02M | Buy |
12,418
+566
| +5% | +$95.2K | 0.01% | 493 |
|
|
2019
Q1 | $1.85M | Buy |
11,852
+45
| +0.4% | +$6.73K | 0.01% | 492 |
|
|
2018
Q4 | $1.52M | Buy |
11,807
+194
| +2% | +$26.2K | 0.01% | 500 |
|
|
2018
Q3 | $1.81M | Buy |
11,613
+499
| +4% | +$70.5K | 0.01% | 508 |
|
|
2018
Q2 | $1.46M | Buy |
11,114
+618
| +6% | +$81.9K | 0.01% | 564 |
|
|
2018
Q1 | $1.32M | Sell |
10,496
-359
| -3% | -$42.8K | 0.01% | 593 |
|
|
2017
Q4 | $1.14M | Buy |
10,855
+1,351
| +14% | +$158K | ﹤0.01% | 664 |
|
|
2017
Q3 | $1.07M | Buy |
9,504
+3,725
| +64% | +$411K | 0.01% | 686 |
|
|
2017
Q2 | $583K | Sell |
5,779
-329
| -5% | -$32.6K | ﹤0.01% | 943 |
|
|
2017
Q1 | $528K | Buy |
6,108
+968
| +19% | +$81K | ﹤0.01% | 956 |
|
|
2016
Q4 | $380K | Buy |
5,140
+1,068
| +26% | +$78.6K | ﹤0.01% | 1063 |
|
|
2016
Q3 | $295K | Buy |
4,072
+979
| +32% | +$61.7K | ﹤0.01% | 1190 |
|
|
2016
Q2 | $167K | Buy |
3,093
+341
| +12% | +$19.7K | ﹤0.01% | 1342 |
|
|
2016
Q1 | $160K | Buy |
2,752
+736
| +37% | +$38.4K | ﹤0.01% | 1330 |
|
|
2015
Q4 | $123K | Sell |
2,016
-487
| -19% | -$28.3K | ﹤0.01% | 1504 |
|
|
2015
Q3 | $110K | Buy |
+2,503
| New | +$126K | ﹤0.01% | 1537 |
|
|
2015
Q2 | – | Sell |
-1,803
| Closed | -$106K | – | 1129 |
|
|
2015
Q1 | $106K | Sell |
1,803
-235
| -12% | -$13.9K | ﹤0.01% | 1545 |
|
|
2014
Q4 | $122K | Buy |
2,038
+718
| +54% | +$41.5K | ﹤0.01% | 1437 |
|
|
2014
Q3 | $73K | Sell |
1,320
-86
| -6% | -$4.71K | ﹤0.01% | 1670 |
|
|
2014
Q2 | $79K | Buy |
1,406
+515
| +58% | +$26.1K | ﹤0.01% | 1578 |
|
|
2014
Q1 | $44K | Buy |
891
+28
| +3% | +$1.45K | ﹤0.01% | 1874 |
|
|
2013
Q4 | $43K | Buy |
863
+463
| +116% | +$20.3K | ﹤0.01% | 1708 |
|
|
2013
Q3 | $16K | Buy |
+400
| New | +$14.8K | ﹤0.01% | 2204 |
|
Other funds holding ADSK
VCM
VPM
Creative Planning's ADSK Position: Q1 2026 in Review
Creative Planning increased its Autodesk (ADSK) stake by 74% in Q1 2026, buying an estimated $10.4M and bringing the position to 97,244 shares worth $23.3M. The position accounts for 0.02% of the portfolio, ranked #380.
Creative Planning first reported a position in ADSK in Q3 2013 and has held it in 50 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.
- Creative Planning held 97,244 shares of Autodesk worth $23.3M as of Q1 2026.
- Creative Planning bought 41,290 Autodesk shares in Q1 2026, an estimated $10.4M.
- Autodesk made up 0.02% of Creative Planning's portfolio in Q1 2026, its #380 holding.
- Creative Planning first reported a position in Autodesk in Q3 2013 and has held it in 50 quarters since.
- 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.