MassMutual Private Wealth & Trust’s Asana ASAN Stock Holding History

MassMutual Private Wealth & Trust’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	$7.49K	Buy	1,070 +668	+166%	+$4.49K	﹤0.01%	1523
2026 Q1	$2.57K	Sell	402 -57	-12%	-$502	﹤0.01%	1906
2025 Q4	$6.29K	Hold	459	–	–	﹤0.01%	1582
2025 Q3	$6.13K	Hold	459	–	–	﹤0.01%	1594
2025 Q2	$6.2K	Sell	459 -344	-43%	-$5.39K	﹤0.01%	1549
2025 Q1	$11.7K	Buy	803 +458	+133%	+$8.69K	﹤0.01%	1248
2024 Q4	$6.99K	Hold	345	–	–	﹤0.01%	1402
2024 Q3	$4K	Hold	345	–	–	﹤0.01%	1450
2024 Q2	$4.83K	Hold	345	–	–	﹤0.01%	1327
2024 Q1	$5.34K	Hold	345	–	–	﹤0.01%	1251
2023 Q4	$6.56K	Hold	345	–	–	﹤0.01%	1161
2023 Q3	$6.32K	Hold	345	–	–	﹤0.01%	1172
2023 Q2	$7.6K	Hold	345	–	–	﹤0.01%	1061
2023 Q1	$7.29K	Hold	345	–	–	﹤0.01%	1037
2022 Q4	$5K	Sell	345 -31	-8%	-$562	﹤0.01%	968
2022 Q3	$8K	Buy	376 +31	+9%	+$665	﹤0.01%	797
2022 Q2	$6K	Hold	345	–	–	﹤0.01%	817
2022 Q1	$14K	Buy	+345	New	+$18K	﹤0.01%	665

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

MassMutual Private Wealth & Trust's ASAN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Asana (ASAN) stake by 166% in Q2 2026, buying an estimated $4.49K and bringing the position to 1,070 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

MassMutual Private Wealth & Trust first reported a position in ASAN in Q1 2022 and has held it in 18 quarters since. The position peaked at $14K in Q1 2022. 20 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

MassMutual Private Wealth & Trust held 1,070 shares of Asana worth $7.49K as of Q2 2026.
MassMutual Private Wealth & Trust bought 668 Asana shares in Q2 2026, an estimated $4.49K.
Asana made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1523 holding.
MassMutual Private Wealth & Trust first reported a position in Asana in Q1 2022 and has held it in 18 quarters since.
MassMutual Private Wealth & Trust's Asana position peaked at $14K in Q1 2022.
20 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.