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Bell Investment Advisors’s Asana ASAN Stock Holding History

Bell Investment Advisors’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 		$4.65K Buy
664
+593
+835% +$3.98K ﹤0.01% 1012
2026
Q1 		$455 Buy
+71
New +$625 ﹤0.01% 1785
2024
Q3 		– Sell
-36
Closed -$504 – 1888
2024
Q2 		$504 Hold
36
– – ﹤0.01% 1817
2024
Q1 		$558 Sell
36
-28
-44% -$501 ﹤0.01% 1785
2023
Q4 		$1.22K Buy
64
+28
+78% +$544 ﹤0.01% 1524
2023
Q3 		$660 Sell
36
-23
-39% -$481 ﹤0.01% 1685
2023
Q2 		$1.3K Sell
59
-23
-28% -$461 ﹤0.01% 1497
2023
Q1 		$1.73K Buy
82
+46
+128% +$762 ﹤0.01% 1335
2022
Q4 		$496 Buy
36
+15
+71% +$272 ﹤0.01% 1845
2022
Q3 		$0 Buy
+21
New +$451 ﹤0.01% 1716
2021
Q4 		– Sell
-8
Closed -$1K – 1764
2021
Q3 		$1K Buy
+8
New +$664 ﹤0.01% 1259

Other funds holding ASAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bell Investment Advisors's ASAN Position: Q2 2026 in Review

Bell Investment Advisors increased its Asana (ASAN) stake by 835% in Q2 2026, buying an estimated $3.98K and bringing the position to 664 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Bell Investment Advisors first reported a position in ASAN in Q3 2021 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Bell Investment Advisors held 664 shares of Asana worth $4.65K as of Q2 2026.
  • Bell Investment Advisors bought 593 Asana shares in Q2 2026, an estimated $3.98K.
  • Asana made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1012 holding.
  • Bell Investment Advisors first reported a position in Asana in Q3 2021 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.