HM Payson & Co’s Asana ASAN Stock Holding History

HM Payson & Co’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	$700	Hold	100	–	–	﹤0.01%	1103
2026 Q1	$640	Hold	100	–	–	﹤0.01%	1088
2025 Q4	$1.37K	Hold	100	–	–	﹤0.01%	1089
2025 Q3	$1.34K	Hold	100	–	–	﹤0.01%	1033
2025 Q2	$1.35K	Hold	100	–	–	﹤0.01%	953
2025 Q1	$1.46K	Hold	100	–	–	﹤0.01%	982
2024 Q4	$2.03K	Hold	100	–	–	﹤0.01%	959
2024 Q3	$1.16K	Hold	100	–	–	﹤0.01%	1014
2024 Q2	$1.4K	Hold	100	–	–	﹤0.01%	941
2024 Q1	$1.55K	Hold	100	–	–	﹤0.01%	912
2023 Q4	$1.9K	Hold	100	–	–	﹤0.01%	906
2023 Q3	$1.83K	Hold	100	–	–	﹤0.01%	937
2023 Q2	$2.2K	Hold	100	–	–	﹤0.01%	910
2023 Q1	$2.11K	Hold	100	–	–	﹤0.01%	917
2022 Q4	$1.38K	Hold	100	–	–	﹤0.01%	873
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	903
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	944
2022 Q1	$4K	Sell	100 -265	-73%	-$13.8K	﹤0.01%	921
2021 Q4	$27K	Buy	365 +265	+265%	+$28.1K	﹤0.01%	707
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	830
2021 Q2	$6K	Sell	100 -1,237	-93%	-$47.7K	﹤0.01%	869
2021 Q1	$38K	Hold	1,337	–	–	﹤0.01%	649
2020 Q4	$40K	Buy	+1,337	New	+$34.2K	﹤0.01%	638

Other funds holding ASAN

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

ICP

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

HM Payson & Co's ASAN Position: Q2 2026 in Review

HM Payson & Co held its Asana (ASAN) position steady in Q2 2026 at 100 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

HM Payson & Co first reported a position in ASAN in Q4 2020 and has held it in 23 quarters since. The position peaked at $40K in Q4 2020. 20 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

HM Payson & Co held 100 shares of Asana worth $700 as of Q2 2026.
HM Payson & Co left its Asana share count unchanged in Q2 2026.
Asana made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1103 holding.
HM Payson & Co first reported a position in Asana in Q4 2020 and has held it in 23 quarters since.
HM Payson & Co's Asana position peaked at $40K in Q4 2020.
20 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.