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Private Wealth Management Group’s Asana ASAN Stock Holding History

Private Wealth Management 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
Q3 		$869 Hold
103
– – ﹤0.01% 1355
2026
Q2 		$721 Buy
+103
New +$691 ﹤0.01% 1356
2024
Q2 		– Sell
-76
Closed -$1.18K – 1506
2024
Q1 		$1.18K Buy
+76
New +$1.36K ﹤0.01% 1201

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

Private Wealth Management Group's ASAN Position: Q3 2026 in Review

Private Wealth Management Group held its Asana (ASAN) position steady in Q3 2026 at 103 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Private Wealth Management Group first reported a position in ASAN in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.18K in Q1 2024. 95 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Private Wealth Management Group held 103 shares of Asana worth $869 as of Q3 2026.
  • Private Wealth Management Group left its Asana share count unchanged in Q3 2026.
  • Asana made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1355 holding.
  • Private Wealth Management Group first reported a position in Asana in Q1 2024 and has held it in 3 quarters since.
  • Private Wealth Management Group's Asana position peaked at $1.18K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.