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Clearstead Advisors’s Asana ASAN Stock Holding History

Clearstead 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 		$3.1K Buy
+443
New +$2.97K ﹤0.01% 2326
2026
Q1 		– Sell
-28
Closed -$384 – 2289
2025
Q4 		$384 Sell
28
-35
-56% -$481 ﹤0.01% 2338
2025
Q3 		$842 Sell
63
-724
-92% -$10.2K ﹤0.01% 2647
2025
Q2 		$10.6K Buy
+787
New +$12.3K ﹤0.01% 1871
2022
Q4 		– Sell
-65
Closed -$1K – 1315
2022
Q3 		$1K Hold
65
– – ﹤0.01% 1125
2022
Q2 		$1K Hold
65
– – ﹤0.01% 1153
2022
Q1 		$3K Buy
65
+30
+86% +$1.56K ﹤0.01% 1133
2021
Q4 		$3K Hold
35
– – ﹤0.01% 1050
2021
Q3 		$4K Buy
35
+10
+40% +$830 ﹤0.01% 1041
2021
Q2 		$2K Buy
+25
New +$965 ﹤0.01% 1015

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 $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Clearstead Advisors's ASAN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Asana (ASAN) in Q2 2026: 443 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #2326 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ASAN as recently as Q4 2025.

Clearstead Advisors first reported a position in ASAN in Q2 2021 and has held it in 10 quarters since. The position peaked at $10.6K in Q2 2025. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Clearstead Advisors held 443 shares of Asana worth $3.1K as of Q2 2026.
  • Asana was a new Clearstead Advisors position in Q2 2026.
  • Asana made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2326 holding.
  • Clearstead Advisors first reported a position in Asana in Q2 2021 and has held it in 10 quarters since.
  • Clearstead Advisors's Asana position peaked at $10.6K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.