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Legacy Wealth Management (Idaho)’s Asana ASAN Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q2 		– Sell
-23
Closed -$336 – 755
2025
Q1 		$336 Hold
23
– – ﹤0.01% 735
2024
Q4 		$502 Hold
23
– – ﹤0.01% 663
2024
Q3 		$339 Buy
+23
New +$303 ﹤0.01% 637

Other funds holding ASAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ASAN Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Asana (ASAN) in Q2 2025, closing a stake of 23 shares — an estimated $336 sold.

Legacy Wealth Management (Idaho) first reported a position in ASAN in Q3 2024 and held it in 3 quarters. The position peaked at $502 in Q4 2024. 235 funds tracked by Wall St. Rank hold ASAN as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Asana position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 23 Asana shares in Q2 2025, an estimated $336.
  • Legacy Wealth Management (Idaho) first reported a position in Asana in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Asana position peaked at $502 in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Asana as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.