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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
Q2 		– Sell
-1,244
Closed -$298K – 216
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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: Q2 2026 in Review

Total Wealth Planning & Management sold out of Autodesk (ADSK) in Q2 2026, closing a stake of 1,244 shares — an estimated $298K sold.

Total Wealth Planning & Management first reported a position in ADSK in Q4 2024 and held it in 5 quarters. The position peaked at $385K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining Autodesk position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 1,244 Autodesk shares in Q2 2026, an estimated $298K.
  • Total Wealth Planning & Management first reported a position in Autodesk in Q4 2024 and held it in 5 quarters.
  • Total Wealth Planning & Management's Autodesk position peaked at $385K in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.