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Archford Capital Strategies’s Asana ASAN Stock Holding History

Archford Capital Strategies’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 		$350K Sell
50,000
-133
-0.3% -$893 0.04% 285
2026
Q1 		$321K Buy
50,133
+20,133
+67% +$177K 0.04% 275
2025
Q4 		$411K Buy
+30,000
New +$412K 0.05% 251

Other funds holding ASAN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Archford Capital Strategies's ASAN Position: Q2 2026 in Review

Archford Capital Strategies reduced its Asana (ASAN) stake by 0.27% in Q2 2026, selling an estimated $893 and leaving 50,000 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #285.

Archford Capital Strategies first reported a position in ASAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $411K in Q4 2025. 38 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Archford Capital Strategies held 50,000 shares of Asana worth $350K as of Q2 2026.
  • Archford Capital Strategies sold 133 Asana shares in Q2 2026, an estimated $893.
  • Asana made up 0.04% of Archford Capital Strategies's portfolio in Q2 2026, its #285 holding.
  • Archford Capital Strategies first reported a position in Asana in Q4 2025 and has held it in 3 quarters since.
  • Archford Capital Strategies's Asana position peaked at $411K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.