WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ADSK — Autodesk, Inc.
CIK 1632972
PLYMOUTH, MN
Position in ADSK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$20,347,608
-$716,240 QoQ
Shares Held
104,658
+18.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#9
of 149 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 2.1737676409604707.ToString("F0")%
Shared 0.ToString("F0")%
None 97.82623235903954.ToString("F0")%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. ADSK ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
This page
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in ADSK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,347,608 | 104,658 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,063,848 | 87,986 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $19,536,660 | 66,000 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $17,927,071 | 56,433 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,129,216 | 52,102 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $11,211,846 | 42,826 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,932,334 | 33,604 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,666,355 | 16,939 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,425,148 | 17,883 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,084,713 | 23,365 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,765,362 | 23,679 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,504,223 | 21,769 | Shares | Sole | 2023-11-13 | |
| 2020-03-31 | $1,391,475 | 8,914 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||