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Capital Advisors Ltd’s Asana ASAN Stock Holding History

Capital Advisors Ltd’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 		$0 Sell
11
-6
-35% -$40 ﹤0.01% 1359
2026
Q1 		$0 Buy
+17
New +$150 ﹤0.01% 1357

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
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Capital Advisors Ltd's ASAN Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Asana (ASAN) stake by 35% in Q2 2026, selling an estimated $40 and leaving 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Capital Advisors Ltd first reported a position in ASAN in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Capital Advisors Ltd held 11 shares of Asana worth $0 as of Q2 2026.
  • Capital Advisors Ltd sold 6 Asana shares in Q2 2026, an estimated $40.
  • Asana made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1359 holding.
  • Capital Advisors Ltd first reported a position in Asana in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.