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Bell Investment Advisors’s Astrana Health ASTH Stock Holding History

Bell Investment 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
2025
Q4 		– Sell
-34
Closed -$964 – 1964
2025
Q3 		$964 Buy
34
+17
+100% +$461 ﹤0.01% 1564
2025
Q2 		$423 Hold
17
– – ﹤0.01% 1795
2025
Q1 		$528 Hold
17
– – ﹤0.01% 1732
2024
Q4 		$537 Hold
17
– – ﹤0.01% 1748
2024
Q3 		$985 Hold
17
– – ﹤0.01% 1596
2024
Q2 		$690 Hold
17
– – ﹤0.01% 1712
2024
Q1 		$714 Hold
17
– – ﹤0.01% 1699
2023
Q4 		$652 Hold
17
– – ﹤0.01% 1720
2023
Q3 		$525 Hold
17
– – ﹤0.01% 1771
2023
Q2 		$538 Hold
17
– – ﹤0.01% 1818
2023
Q1 		$620 Hold
17
– – ﹤0.01% 1729
2022
Q4 		$503 Sell
17
-8
-32% -$257 ﹤0.01% 1835
2022
Q3 		$1K Buy
+25
New +$1.14K ﹤0.01% 1646

Other funds holding ASTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bell Investment Advisors's ASTH Position: Q4 2025 in Review

Bell Investment Advisors sold out of Astrana Health (ASTH) in Q4 2025, closing a stake of 34 shares — an estimated $964 sold.

Bell Investment Advisors first reported a position in ASTH in Q3 2022 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 175 funds tracked by Wall St. Rank hold ASTH as of Q4 2025.

  • Bell Investment Advisors reported no remaining Astrana Health position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 34 Astrana Health shares in Q4 2025, an estimated $964.
  • Bell Investment Advisors first reported a position in Astrana Health in Q3 2022 and held it in 13 quarters.
  • Bell Investment Advisors's Astrana Health position peaked at $1K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Astrana Health as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.