Physician Wealth Advisors’s Asana ASAN Stock Holding History

Physician Wealth Advisors’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	$3.74K	Buy	534 +466	+685%	+$3.13K	﹤0.01%	1222
2026 Q1	$436	Sell	68 -566	-89%	-$4.98K	﹤0.01%	1967
2025 Q4	$8.69K	Buy	+634	New	+$8.72K	﹤0.01%	819
2025 Q3	–	Sell	-156	Closed	-$2.11K	–	1912
2025 Q2	$2.11K	Buy	156 +63	+68%	+$987	﹤0.01%	1029
2025 Q1	$1.36K	Buy	+93	New	+$1.76K	﹤0.01%	950

Other funds holding ASAN

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $224M AUM

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

Physician Wealth Advisors's ASAN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Asana (ASAN) stake by 685% in Q2 2026, buying an estimated $3.13K and bringing the position to 534 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Physician Wealth Advisors first reported a position in ASAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.69K in Q4 2025. 60 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

Physician Wealth Advisors held 534 shares of Asana worth $3.74K as of Q2 2026.
Physician Wealth Advisors bought 466 Asana shares in Q2 2026, an estimated $3.13K.
Asana made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1222 holding.
Physician Wealth Advisors first reported a position in Asana in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Asana position peaked at $8.69K in Q4 2025.
60 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.