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Rothwell Investment Advisors, LLC’s Asana ASAN Stock Holding History

Rothwell Investment Advisors, 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 		$42 Buy
+5
New +$43 ﹤0.01% 1123

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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ASAN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Asana (ASAN) in Q3 2026: 5 shares worth $42. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings.

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

  • Rothwell Investment Advisors, LLC held 5 shares of Asana worth $42 as of Q3 2026.
  • Asana was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Asana made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1123 holding.
  • 95 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.