Klingman & Associates
ASST icon

Klingman & Associates’s Strive Inc ASST Stock Holding History

Klingman & Associates’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$469K Sell
15,948
-7,521
-32% -$140K 0.02% 233
2026
Q2 		$256K Sell
23,469
-50,297
-68% -$744K 0.01% 294
2026
Q1 		$739K Buy
+73,766
New +$918K 0.04% 161

Other funds holding ASST

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REX Advisers
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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
Lauer Wealth
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Elevatus Welath Management
Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Klingman & Associates's ASST Position: Q3 2026 in Review

Klingman & Associates reduced its Strive Inc (ASST) stake by 32% in Q3 2026, selling an estimated $140K and leaving 15,948 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #233.

Klingman & Associates first reported a position in ASST in Q1 2026 and has held it in 3 quarters since. The position peaked at $739K in Q1 2026. 23 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

  • Klingman & Associates held 15,948 shares of Strive Inc worth $469K as of Q3 2026.
  • Klingman & Associates sold 7,521 Strive Inc shares in Q3 2026, an estimated $140K.
  • Strive Inc made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #233 holding.
  • Klingman & Associates first reported a position in Strive Inc in Q1 2026 and has held it in 3 quarters since.
  • Klingman & Associates's Strive Inc position peaked at $739K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.