Position in ADSK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$471,274
-$332,631 QoQ
Shares Held
2,424
-27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#690
of 1,188 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $4,496,714 across 6 Software - Application names. ADSK ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,038 | $1,800,110 | |
| 2 | ROP |
Roper Technologies Inc
|
2,674 | $904,854 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,534 | $575,740 | |
| 4 | INTU |
Intuit Inc.
|
2,011 | $524,871 | |
| 5 | ADSK |
Autodesk, Inc.
This page
|
2,424 | $471,274 | |
| 6 | PAYX |
Paychex Inc
|
2,236 | $219,865 |
All Filings in ADSK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,274 | 2,424 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $803,905 | 3,358 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,049,947 | 3,547 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,148,059 | 3,614 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,113,213 | 3,596 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,056,624 | 4,036 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,262,083 | 4,270 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $920,378 | 3,341 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $840,835 | 3,398 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $896,626 | 3,443 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $848,284 | 3,484 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $583,072 | 2,818 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $560,836 | 2,741 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $623,022 | 2,993 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $532,205 | 2,848 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $581,134 | 3,111 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $374,184 | 2,176 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||