Superior Planning, LLC’s Asana ASAN Stock Holding History

Superior Planning, LLC’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 Q3	$84	Buy	+10	New	+$87	﹤0.01%	2097

Other funds holding ASAN

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Superior Planning, LLC's ASAN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Asana (ASAN) in Q3 2026: 10 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings.

147 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

Superior Planning, LLC held 10 shares of Asana worth $84 as of Q3 2026.
Asana was a new Superior Planning, LLC position in Q3 2026.
Asana made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2097 holding.
147 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.