EverSource Wealth Advisors’s Astrana Health ASTH Stock Holding History

EverSource Wealth Advisors’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
2026 Q2	$279	Sell	6 -297	-98%	-$10.7K	﹤0.01%	4215
2026 Q1	$7.43K	Buy	+303	New	+$7.17K	﹤0.01%	3075
2025 Q4	–	Sell	-7	Closed	-$198	–	4476
2025 Q3	$198	Buy	+7	New	+$190	﹤0.01%	4113
2025 Q2	–	Sell	-11	Closed	-$341	–	4371
2025 Q1	$341	Buy	+11	New	+$366	﹤0.01%	3575
2024 Q4	–	Sell	-188	Closed	-$10.9K	–	3821
2024 Q3	$10.9K	Hold	188	–	–	﹤0.01%	1816
2024 Q2	$9.86K	Hold	188	–	–	﹤0.01%	1861
2024 Q1	$6.98K	Hold	188	–	–	﹤0.01%	1871
2023 Q4	$7.2K	Hold	188	–	–	﹤0.01%	1707
2023 Q3	$5.8K	Hold	188	–	–	﹤0.01%	1653
2023 Q2	$5.94K	Sell	188 -35	-16%	-$1.2K	﹤0.01%	1656
2023 Q1	$8.13K	Buy	+223	New	+$7.81K	﹤0.01%	1451
2022 Q1	–	Sell	-21	Closed	-$2K	–	1877
2021 Q4	$2K	Buy	+21	New	+$1.73K	﹤0.01%	1648

Other funds holding ASTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

325 Capital New York $419M AUM 75.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Astrana Health (ASTH) stake by 98% in Q2 2026, selling an estimated $10.7K and leaving 6 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #4215.

EverSource Wealth Advisors first reported a position in ASTH in Q4 2021 and has held it in 12 quarters since. The position peaked at $10.9K in Q3 2024. 209 funds tracked by Wall St. Rank hold ASTH as of Q2 2026.

EverSource Wealth Advisors held 6 shares of Astrana Health worth $279 as of Q2 2026.
EverSource Wealth Advisors sold 297 Astrana Health shares in Q2 2026, an estimated $10.7K.
Astrana Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4215 holding.
EverSource Wealth Advisors first reported a position in Astrana Health in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Astrana Health position peaked at $10.9K in Q3 2024.
209 funds tracked by Wall St. Rank held Astrana Health as of Q2 2026.

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