AWA
ASTH icon

Acumen Wealth Advisors’s Astrana Health ASTH Stock Holding History

Acumen Wealth Advisors’s Portfolio ASTH Stock Details ASTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5K Buy
290
+10
+4% +$360 ﹤0.01% 287
2026
Q1 		$6.87K Hold
280
– – ﹤0.01% 363
2025
Q4 		$6.95K Buy
+280
New +$7.44K ﹤0.01% 343

Other funds holding ASTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acumen Wealth Advisors's ASTH Position: Q2 2026 in Review

Acumen Wealth Advisors increased its Astrana Health (ASTH) stake by 3.6% in Q2 2026, buying an estimated $360 and bringing the position to 290 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Acumen Wealth Advisors first reported a position in ASTH in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold ASTH as of Q2 2026.

  • Acumen Wealth Advisors held 290 shares of Astrana Health worth $13.5K as of Q2 2026.
  • Acumen Wealth Advisors bought 10 Astrana Health shares in Q2 2026, an estimated $360.
  • Astrana Health made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #287 holding.
  • Acumen Wealth Advisors first reported a position in Astrana Health in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Astrana Health as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.