PharVision Advisers
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PharVision Advisers’s Asana ASAN Stock Holding History

PharVision Advisers’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
Q3 		– Sell
-10,309
Closed -$72.2K – 30
2026
Q2 		$72.2K Sell
10,309
-8,432
-45% -$56.6K 1.36% 41
2026
Q1 		$120K Sell
18,741
-30,450
-62% -$268K 1.22% 33
2025
Q4 		$674K Buy
49,191
+32,877
+202% +$452K 0.34% 4
2025
Q3 		$218K Buy
16,314
+6,191
+61% +$87.5K 0.12% 440
2025
Q2 		$137K Buy
+10,123
New +$159K 0.2% 237

Other funds holding ASAN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PharVision Advisers's ASAN Position: Q3 2026 in Review

PharVision Advisers sold out of Asana (ASAN) in Q3 2026, closing a stake of 10,309 shares — an estimated $72.2K sold.

PharVision Advisers first reported a position in ASAN in Q2 2025 and held it in 5 quarters. The position peaked at $674K in Q4 2025. 95 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • PharVision Advisers reported no remaining Asana position as of Q3 2026 after selling out during the quarter.
  • PharVision Advisers sold 10,309 Asana shares in Q3 2026, an estimated $72.2K.
  • PharVision Advisers first reported a position in Asana in Q2 2025 and held it in 5 quarters.
  • PharVision Advisers's Asana position peaked at $674K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on PharVision Advisers's 13F filing for Q3 2026, filed 29 Oct 2026.