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BFC Planning, Inc.’s Autodesk ADSK Stock Holding History

BFC Planning, Inc.’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 		$88.7K Sell
456
-1,155
-72% -$264K ﹤0.01% 1286
2026
Q1 		$386K Sell
1,611
-59
-4% -$14.8K 0.02% 653
2025
Q4 		$494K Buy
1,670
+1,269
+316% +$384K 0.02% 552
2025
Q3 		$127K Sell
401
-20
-5% -$6.1K 0.01% 833
2025
Q2 		$130K Buy
421
+113
+37% +$32.1K 0.01% 781
2025
Q1 		$80.6K Buy
308
+13
+4% +$3.7K 0.01% 941
2024
Q4 		$87.2K Buy
+295
New +$87.2K 0.01% 926

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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 $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

BFC Planning, Inc.'s ADSK Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Autodesk (ADSK) stake by 72% in Q2 2026, selling an estimated $264K and leaving 456 shares worth $88.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

BFC Planning, Inc. first reported a position in ADSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • BFC Planning, Inc. held 456 shares of Autodesk worth $88.7K as of Q2 2026.
  • BFC Planning, Inc. sold 1,155 Autodesk shares in Q2 2026, an estimated $264K.
  • Autodesk made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1286 holding.
  • BFC Planning, Inc. first reported a position in Autodesk in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Autodesk position peaked at $494K in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.