Focus Partners Wealth
ASAN icon

Focus Partners Wealth’s Asana ASAN Stock Holding History

Focus Partners Wealth’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 		$134K Buy
+20,796
New +$183K ﹤0.01% 2479
2024
Q4 		– Sell
-47,718
Closed -$2.05M – 1905
2024
Q3 		$2.05M Buy
+47,718
New +$629K 0.01% 764

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

Focus Partners Wealth's ASAN Position: Q1 2026 in Review

Focus Partners Wealth opened a new position in Asana (ASAN) in Q1 2026: 20,796 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #2479 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in ASAN as recently as Q3 2024.

Focus Partners Wealth first reported a position in ASAN in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.05M in Q3 2024. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • Focus Partners Wealth held 20,796 shares of Asana worth $134K as of Q1 2026.
  • Asana was a new Focus Partners Wealth position in Q1 2026.
  • Asana made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2479 holding.
  • Focus Partners Wealth first reported a position in Asana in Q3 2024 and has held it in 2 quarters since.
  • Focus Partners Wealth's Asana position peaked at $2.05M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.