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Concord Wealth Partners’s Astrana Health ASTH Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-19
Closed -$599 – 991
2024
Q4 		$599 Hold
19
– – ﹤0.01% 847
2024
Q3 		$1.1K Buy
+19
New +$934 ﹤0.01% 819

Other funds holding ASTH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 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 $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concord Wealth Partners's ASTH Position: Q1 2025 in Review

Concord Wealth Partners sold out of Astrana Health (ASTH) in Q1 2025, closing a stake of 19 shares — an estimated $599 sold.

Concord Wealth Partners first reported a position in ASTH in Q3 2024 and held it in 2 quarters. The position peaked at $1.1K in Q3 2024. 168 funds tracked by Wall St. Rank hold ASTH as of Q1 2025.

  • Concord Wealth Partners reported no remaining Astrana Health position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 19 Astrana Health shares in Q1 2025, an estimated $599.
  • Concord Wealth Partners first reported a position in Astrana Health in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Astrana Health position peaked at $1.1K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Astrana Health as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.