1WA
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

180 Wealth Advisors's ASAN Position: Q2 2026 in Review

180 Wealth Advisors increased its Asana (ASAN) stake by 20% in Q2 2026, buying an estimated $31.3K and bringing the position to 27,637 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #467.

180 Wealth Advisors first reported a position in ASAN in Q3 2021 and has held it in 7 quarters since. The position peaked at $253K in Q3 2021. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • 180 Wealth Advisors held 27,637 shares of Asana worth $193K as of Q2 2026.
  • 180 Wealth Advisors bought 4,655 Asana shares in Q2 2026, an estimated $31.3K.
  • Asana made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #467 holding.
  • 180 Wealth Advisors first reported a position in Asana in Q3 2021 and has held it in 7 quarters since.
  • 180 Wealth Advisors's Asana position peaked at $253K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.