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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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

EverSource Wealth Advisors's ASAN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Asana (ASAN) stake by 351% in Q1 2026, buying an estimated $23.5K and bringing the position to 3,430 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

EverSource Wealth Advisors first reported a position in ASAN in Q4 2021 and has held it in 14 quarters since. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • EverSource Wealth Advisors held 3,430 shares of Asana worth $22K as of Q1 2026.
  • EverSource Wealth Advisors bought 2,669 Asana shares in Q1 2026, an estimated $23.5K.
  • Asana made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2448 holding.
  • EverSource Wealth Advisors first reported a position in Asana in Q4 2021 and has held it in 14 quarters since.
  • 250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.