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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates's ASST Position: Q2 2026 in Review

Klingman & Associates reduced its Strive Inc (ASST) stake by 68% in Q2 2026, selling an estimated $744K and leaving 23,469 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #294.

Klingman & Associates first reported a position in ASST in Q1 2026 and has held it in 2 quarters since. The position peaked at $739K in Q1 2026. 171 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • Klingman & Associates held 23,469 shares of Strive Inc worth $256K as of Q2 2026.
  • Klingman & Associates sold 50,297 Strive Inc shares in Q2 2026, an estimated $744K.
  • Strive Inc made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #294 holding.
  • Klingman & Associates first reported a position in Strive Inc in Q1 2026 and has held it in 2 quarters since.
  • Klingman & Associates's Strive Inc position peaked at $739K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.