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Retirement Wealth Solutions’s Autodesk ADSK Stock Holding History

Retirement Wealth Solutions’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 		$1.67K Buy
+8
New +$1.82K ﹤0.01% 636
2026
Q2 		– Sell
-8
Closed -$1.92K – 813
2026
Q1 		$1.92K Buy
+8
New +$2.01K ﹤0.01% 506

Other funds holding ADSK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Retirement Wealth Solutions's ADSK Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Autodesk (ADSK) in Q3 2026: 8 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in ADSK as recently as Q1 2026.

Retirement Wealth Solutions first reported a position in ADSK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.92K in Q1 2026. 33 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

  • Retirement Wealth Solutions held 8 shares of Autodesk worth $1.67K as of Q3 2026.
  • Autodesk was a new Retirement Wealth Solutions position in Q3 2026.
  • Autodesk made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #636 holding.
  • Retirement Wealth Solutions first reported a position in Autodesk in Q1 2026 and has held it in 2 quarters since.
  • Retirement Wealth Solutions's Autodesk position peaked at $1.92K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.