Center for Financial Planning’s Asana ASAN Stock Holding History

Center for Financial Planning’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	$42K	Hold	6,000	–	–	﹤0.01%	348
2026 Q1	$38.4K	Hold	6,000	–	–	﹤0.01%	340
2025 Q4	$82.3K	Hold	6,000	–	–	0.01%	252
2025 Q3	$80.2K	Hold	6,000	–	–	0.01%	254
2025 Q2	$81K	Hold	6,000	–	–	0.01%	242
2025 Q1	$87.4K	Hold	6,000	–	–	0.01%	218
2024 Q4	$122K	Hold	6,000	–	–	0.02%	184
2024 Q3	$69.5K	Buy	+6,000	New	+$79.1K	0.01%	219

Other funds holding ASAN

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Center for Financial Planning's ASAN Position: Q2 2026 in Review

Center for Financial Planning held its Asana (ASAN) position steady in Q2 2026 at 6,000 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Center for Financial Planning first reported a position in ASAN in Q3 2024 and has held it in 8 quarters since. The position peaked at $122K in Q4 2024. 38 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

Center for Financial Planning held 6,000 shares of Asana worth $42K as of Q2 2026.
Center for Financial Planning left its Asana share count unchanged in Q2 2026.
Asana made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #348 holding.
Center for Financial Planning first reported a position in Asana in Q3 2024 and has held it in 8 quarters since.
Center for Financial Planning's Asana position peaked at $122K in Q4 2024.
38 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.