MFG
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Merit Financial Group’s Asana ASAN Stock Holding History

Merit Financial Group’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 		$200K Buy
28,627
+11,020
+63% +$74K ﹤0.01% 2124
2026
Q1 		$113K Buy
+17,607
New +$155K ﹤0.01% 1998

Other funds holding ASAN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group's ASAN Position: Q2 2026 in Review

Merit Financial Group increased its Asana (ASAN) stake by 63% in Q2 2026, buying an estimated $74K and bringing the position to 28,627 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Merit Financial Group first reported a position in ASAN in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Merit Financial Group held 28,627 shares of Asana worth $200K as of Q2 2026.
  • Merit Financial Group bought 11,020 Asana shares in Q2 2026, an estimated $74K.
  • Asana made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2124 holding.
  • Merit Financial Group first reported a position in Asana in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.