Planning Strategies Inc.’s Autodesk ADSK Stock Holding History

Planning Strategies Inc.’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	$2.53K	Buy	+13	New	+$2.97K	﹤0.01%	533

Other funds holding ADSK

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

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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Planning Strategies Inc.'s ADSK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Autodesk (ADSK) in Q2 2026: 13 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings.

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

Planning Strategies Inc. held 13 shares of Autodesk worth $2.53K as of Q2 2026.
Autodesk was a new Planning Strategies Inc. position in Q2 2026.
Autodesk made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #533 holding.
433 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.