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Insight Wealth Strategies’s Astrana Health ASTH Stock Holding History

Insight Wealth Strategies’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
Q3 		$4.97M Sell
139,664
-3,625
-3% -$143K 0.49% 67
2026
Q2 		$7.14M Sell
143,289
-2
-0% -$72 0.7% 42
2026
Q1 		$3.51M Buy
143,291
+1,650
+1% +$39.1K 0.39% 83
2025
Q4 		$3.51M Buy
+141,641
New +$3.76M 0.4% 80

Other funds holding ASTH

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Insight Wealth Strategies's ASTH Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Astrana Health (ASTH) stake by 2.5% in Q3 2026, selling an estimated $143K and leaving 139,664 shares worth $4.97M. The position accounts for 0.49% of the portfolio, ranked #67.

Insight Wealth Strategies first reported a position in ASTH in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.14M in Q2 2026. 11 funds tracked by Wall St. Rank hold ASTH as of Q3 2026.

  • Insight Wealth Strategies held 139,664 shares of Astrana Health worth $4.97M as of Q3 2026.
  • Insight Wealth Strategies sold 3,625 Astrana Health shares in Q3 2026, an estimated $143K.
  • Astrana Health made up 0.49% of Insight Wealth Strategies's portfolio in Q3 2026, its #67 holding.
  • Insight Wealth Strategies first reported a position in Astrana Health in Q4 2025 and has held it in 4 quarters since.
  • Insight Wealth Strategies's Astrana Health position peaked at $7.14M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Astrana Health as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.