AWM
ASST icon

Activest Wealth Management’s Strive Inc ASST Stock Holding History

Activest Wealth Management’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Sell
10,712
-225
-2% -$3.33K 0.02% 170
2026
Q1 		$110K Buy
10,937
+8,134
+290% +$101K 0.02% 215
2025
Q4 		$41.4K Buy
+2,803
New +$67K 0.01% 356

Other funds holding ASST

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Activest Wealth Management's ASST Position: Q2 2026 in Review

Activest Wealth Management reduced its Strive Inc (ASST) stake by 2.1% in Q2 2026, selling an estimated $3.33K and leaving 10,712 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #170.

Activest Wealth Management first reported a position in ASST in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • Activest Wealth Management held 10,712 shares of Strive Inc worth $117K as of Q2 2026.
  • Activest Wealth Management sold 225 Strive Inc shares in Q2 2026, an estimated $3.33K.
  • Strive Inc made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Activest Wealth Management first reported a position in Strive Inc in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.