JRPIM
ADSK icon

Journey Retirement Planning & Investment Management’s Autodesk ADSK Stock Holding History

Journey Retirement Planning & Investment Management’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 		$691K Sell
3,554
-265
-7% -$60.5K 0.54% 56
2026
Q1 		$914K Sell
3,819
-11,109
-74% -$2.79M 0.81% 32
2025
Q4 		$4.42M Buy
+14,928
New +$4.52M 0.91% 22

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Journey Retirement Planning & Investment Management's ADSK Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Autodesk (ADSK) stake by 6.9% in Q2 2026, selling an estimated $60.5K and leaving 3,554 shares worth $691K. The position accounts for 0.54% of the portfolio, ranked #56.

Journey Retirement Planning & Investment Management first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.42M in Q4 2025. 662 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,554 shares of Autodesk worth $691K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 265 Autodesk shares in Q2 2026, an estimated $60.5K.
  • Autodesk made up 0.54% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #56 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Autodesk position peaked at $4.42M in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.