180 Wealth Advisors’s Asana ASAN Stock Holding History

180 Wealth Advisors’s Portfolio ASAN Stock Details ASAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Buy	27,637 +4,655	+20%	+$31.3K	0.02%	467
2026 Q1	$147K	Buy	22,982 +10,493	+84%	+$92.4K	0.02%	458
2025 Q4	$171K	Buy	12,489 +798	+7%	+$11K	0.02%	454
2025 Q3	$156K	Buy	11,691 +922	+9%	+$13K	0.02%	436
2025 Q2	$145K	Buy	10,769 +722	+7%	+$11.3K	0.02%	406
2025 Q1	$146K	Buy	+10,047	New	+$191K	0.02%	389
2021 Q4	–	Sell	-2,182	Closed	-$253K	–	386
2021 Q3	$253K	Buy	+2,182	New	+$181K	0.06%	312

Other funds holding ASAN

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return