UFPG
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United Financial Planning Group’s Autodesk ADSK Stock Holding History

United Financial Planning Group’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 		$17.1K Hold
88
– – 0.01% 183
2026
Q1 		$21.1K Buy
88
+17
+24% +$4.27K 0.01% 131
2025
Q4 		$21K Buy
+71
New +$21.5K 0.01% 135

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 $3.37T AUM 44.26% 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

United Financial Planning Group's ADSK Position: Q2 2026 in Review

United Financial Planning Group held its Autodesk (ADSK) position steady in Q2 2026 at 88 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #183.

United Financial Planning Group first reported a position in ADSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.1K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • United Financial Planning Group held 88 shares of Autodesk worth $17.1K as of Q2 2026.
  • United Financial Planning Group left its Autodesk share count unchanged in Q2 2026.
  • Autodesk made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #183 holding.
  • United Financial Planning Group first reported a position in Autodesk in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Autodesk position peaked at $21.1K in Q1 2026.
  • 1,193 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.