LifePlan Financial’s Autodesk ADSK Stock Holding History

LifePlan Financial’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	$1.05M	Buy	5,397 +31	+0.6%	+$7.08K	0.74%	42
2026 Q1	$1.28M	Buy	5,366 +1,796	+50%	+$451K	0.95%	36
2025 Q4	$1.06M	Sell	3,570 -242	-6%	-$73.2K	0.81%	38
2025 Q3	$1.21M	Buy	3,812 +196	+5%	+$59.7K	0.96%	31
2025 Q2	$1.12M	Sell	3,616 -363	-9%	-$103K	0.93%	31
2025 Q1	$1.04M	Buy	3,979 +402	+11%	+$114K	0.91%	30
2024 Q4	$1.06M	Sell	3,577 -41	-1%	-$12.1K	0.93%	30
2024 Q3	$997K	Buy	3,618 +325	+10%	+$81.8K	0.86%	34
2024 Q2	$815K	Buy	3,293 +30	+0.9%	+$6.74K	0.75%	39
2024 Q1	$850K	Buy	3,263 +1,002	+44%	+$254K	0.78%	41
2023 Q4	$551K	Buy	+2,261	New	+$488K	0.55%	55

Other funds holding ADSK

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

LifePlan Financial's ADSK Position: Q2 2026 in Review

LifePlan Financial increased its Autodesk (ADSK) stake by 0.58% in Q2 2026, buying an estimated $7.08K and bringing the position to 5,397 shares worth $1.05M. The position accounts for 0.74% of the portfolio, ranked #42.

LifePlan Financial first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2026. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

LifePlan Financial held 5,397 shares of Autodesk worth $1.05M as of Q2 2026.
LifePlan Financial bought 31 Autodesk shares in Q2 2026, an estimated $7.08K.
Autodesk made up 0.74% of LifePlan Financial's portfolio in Q2 2026, its #42 holding.
LifePlan Financial first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's Autodesk position peaked at $1.28M in Q1 2026.
314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.