Planning Strategies’s Autodesk ADSK Stock Holding History

Planning Strategies’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	$2.53K	Buy	+13	New	+$2.97K	﹤0.01%	533

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Planning Strategies's ADSK Position: Q2 2026 in Review

Planning Strategies opened a new position in Autodesk (ADSK) in Q2 2026: 13 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings.

1,130 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Planning Strategies held 13 shares of Autodesk worth $2.53K as of Q2 2026.
Autodesk was a new Planning Strategies position in Q2 2026.
Autodesk made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #533 holding.
1,130 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.