Waller Financial Planning Group’s Autodesk ADSK Stock Holding History

Waller 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	$234K	Buy	+1,205	New	+$275K	0.05%	75

Other funds holding ADSK

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

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

Waller Financial Planning Group opened a new position in Autodesk (ADSK) in Q2 2026: 1,205 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #75 among its holdings.

666 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Waller Financial Planning Group held 1,205 shares of Autodesk worth $234K as of Q2 2026.
Autodesk was a new Waller Financial Planning Group position in Q2 2026.
Autodesk made up 0.05% of Waller Financial Planning Group's portfolio in Q2 2026, its #75 holding.
666 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.