Meriwether Wealth & Planning
ADSK icon

Meriwether Wealth & Planning’s Autodesk ADSK Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$41.2K Buy
+197
New +$44.9K 0.02% 276
2025
Q4 		– Sell
-736
Closed -$234K – 124
2025
Q3 		$234K Buy
736
+25
+4% +$7.62K 0.14% 111
2025
Q2 		$220K Buy
+711
New +$202K 0.14% 115
2025
Q1 		– Sell
-693
Closed -$205K – 124
2024
Q4 		$205K Buy
+693
New +$205K 0.15% 113

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Meriwether Wealth & Planning's ADSK Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Autodesk (ADSK) in Q3 2026: 197 shares worth $41.2K. The stake represents 0.02% of the portfolio and ranks #276 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in ADSK as recently as Q3 2025.

Meriwether Wealth & Planning first reported a position in ADSK in Q4 2024 and has held it in 4 quarters since. The position peaked at $234K in Q3 2025. 396 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Meriwether Wealth & Planning held 197 shares of Autodesk worth $41.2K as of Q3 2026.
  • Autodesk was a new Meriwether Wealth & Planning position in Q3 2026.
  • Autodesk made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #276 holding.
  • Meriwether Wealth & Planning first reported a position in Autodesk in Q4 2024 and has held it in 4 quarters since.
  • Meriwether Wealth & Planning's Autodesk position peaked at $234K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.