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EverSource Wealth Advisors’s Asana ASAN Stock Holding History

EverSource Wealth 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 		$24.6K Buy
3,515
+85
+2% +$571 ﹤0.01% 2279
2026
Q1 		$22K Buy
3,430
+2,669
+351% +$23.5K ﹤0.01% 2448
2025
Q4 		$10.4K Buy
761
+560
+279% +$7.7K ﹤0.01% 2771
2025
Q3 		$2.69K Sell
201
-196
-49% -$2.77K ﹤0.01% 3415
2025
Q2 		$5.36K Sell
397
-266
-40% -$4.17K ﹤0.01% 3132
2025
Q1 		$9.66K Buy
663
+618
+1,373% +$11.7K ﹤0.01% 2128
2024
Q4 		$912 Sell
45
-391
-90% -$6.19K ﹤0.01% 3000
2024
Q3 		$5.05K Buy
436
+429
+6,129% +$5.66K ﹤0.01% 2217
2024
Q2 		$102 Buy
7
+2
+40% +$29 ﹤0.01% 2995
2024
Q1 		$74 Sell
5
-49
-91% -$877 ﹤0.01% 2836
2023
Q4 		$1.03K Buy
+54
New +$1.05K ﹤0.01% 2395
2022
Q4 		– Sell
-61
Closed -$1K – 2310
2022
Q3 		$1K Buy
61
+34
+126% +$729 ﹤0.01% 1777
2022
Q2 		$0 Sell
27
-111
-80% -$2.79K ﹤0.01% 1712
2022
Q1 		$6K Buy
138
+43
+45% +$2.24K ﹤0.01% 1164
2021
Q4 		$7K Buy
+95
New +$10.1K ﹤0.01% 1084

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 $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EverSource Wealth Advisors's ASAN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Asana (ASAN) stake by 2.5% in Q2 2026, buying an estimated $571 and bringing the position to 3,515 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

EverSource Wealth Advisors first reported a position in ASAN in Q4 2021 and has held it in 15 quarters since. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • EverSource Wealth Advisors held 3,515 shares of Asana worth $24.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 85 Asana shares in Q2 2026, an estimated $571.
  • Asana made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2279 holding.
  • EverSource Wealth Advisors first reported a position in Asana in Q4 2021 and has held it in 15 quarters since.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.