Next Level Wealth Planning’s Autodesk ADSK Stock Holding History

Next Level 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	$34.9K	Buy	+167	New	+$38.1K	0.01%	209

Other funds holding ADSK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Next Level Wealth Planning's ADSK Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Autodesk (ADSK) in Q3 2026: 167 shares worth $34.9K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings.

627 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

Next Level Wealth Planning held 167 shares of Autodesk worth $34.9K as of Q3 2026.
Autodesk was a new Next Level Wealth Planning position in Q3 2026.
Autodesk made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #209 holding.
627 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.