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Dogwood Wealth Management’s Asana ASAN Stock Holding History

Dogwood Wealth Management’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
Q1 		– Sell
-115
Closed -$1.58K – 867
2025
Q4 		$1.58K Hold
115
– – ﹤0.01% 596
2025
Q3 		$1.54K Hold
115
– – ﹤0.01% 563
2025
Q2 		$1.7K Hold
115
– – ﹤0.01% 578
2025
Q1 		$1.68K Hold
115
– – ﹤0.01% 373
2024
Q4 		$2.33K Buy
+115
New +$1.82K ﹤0.01% 227

Other funds holding ASAN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Dogwood Wealth Management's ASAN Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Asana (ASAN) in Q1 2026, closing a stake of 115 shares — an estimated $1.58K sold.

Dogwood Wealth Management first reported a position in ASAN in Q4 2024 and held it in 5 quarters. The position peaked at $2.33K in Q4 2024. 252 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Asana position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 115 Asana shares in Q1 2026, an estimated $1.58K.
  • Dogwood Wealth Management first reported a position in Asana in Q4 2024 and held it in 5 quarters.
  • Dogwood Wealth Management's Asana position peaked at $2.33K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.