TWPM
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Total Wealth Planning & Management’s Autodesk ADSK Stock Holding History

Total Wealth Planning & Management’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
Q1 		$298K Hold
1,244
– – 0.22% 157
2025
Q4 		$368K Buy
+1,244
New +$376K 0.27% 121
2025
Q2 		$385K Hold
1,244
– – 0.31% 119
2025
Q1 		$326K Hold
1,244
– – 0.31% 123
2024
Q4 		$368K Buy
+1,244
New +$368K 0.33% 97

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Total Wealth Planning & Management's ADSK Position: Q1 2026 in Review

Total Wealth Planning & Management held its Autodesk (ADSK) position steady in Q1 2026 at 1,244 shares worth $298K. The position accounts for 0.22% of the portfolio, ranked #157.

Total Wealth Planning & Management first reported a position in ADSK in Q4 2024 and has held it in 5 quarters since. The position peaked at $385K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Total Wealth Planning & Management held 1,244 shares of Autodesk worth $298K as of Q1 2026.
  • Total Wealth Planning & Management left its Autodesk share count unchanged in Q1 2026.
  • Autodesk made up 0.22% of Total Wealth Planning & Management's portfolio in Q1 2026, its #157 holding.
  • Total Wealth Planning & Management first reported a position in Autodesk in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Autodesk position peaked at $385K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.