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Moran Wealth Management’s Astrana Health ASTH Stock Holding History

Moran Wealth Management’s Portfolio ASTH Stock Details ASTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,944
Closed -$250K – 498
2024
Q4 		$250K Buy
7,944
+1,404
+21% +$66.7K 0.01% 392
2024
Q3 		$379K Buy
+6,540
New +$321K 0.01% 383

Other funds holding ASTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moran Wealth Management's ASTH Position: Q1 2025 in Review

Moran Wealth Management sold out of Astrana Health (ASTH) in Q1 2025, closing a stake of 7,944 shares — an estimated $250K sold.

Moran Wealth Management first reported a position in ASTH in Q3 2024 and held it in 2 quarters. The position peaked at $379K in Q3 2024. 168 funds tracked by Wall St. Rank hold ASTH as of Q1 2025.

  • Moran Wealth Management reported no remaining Astrana Health position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 7,944 Astrana Health shares in Q1 2025, an estimated $250K.
  • Moran Wealth Management first reported a position in Astrana Health in Q3 2024 and held it in 2 quarters.
  • Moran Wealth Management's Astrana Health position peaked at $379K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Astrana Health as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.