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Autodesk shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of Autodesk (ADSK) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group investment in Autodesk

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All positions including Autodesk held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Autodesk by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 1.2k 194.42

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Series Trust State Street Spd (SPAB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds State Street Spd (SPDW)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Waller Financial Planning Group

Top funds holding Autodesk

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Loomis, Sayles and
FMR
Invesco
Investec Asset Management
Massachusetts Financial Services
Arrowstreet Capital, Limited Partnership
Ubs Global Asset Management Americas
Morgan Stanley
Northern Trust
Brown Advisory Holdings Incorporated

View all funds holding Autodesk