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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Private Wealth Management Group's ASAN Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Asana (ASAN) in Q2 2026: 103 shares worth $721. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in ASAN as recently as Q1 2024.

Private Wealth Management Group first reported a position in ASAN in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.18K in Q1 2024. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Private Wealth Management Group held 103 shares of Asana worth $721 as of Q2 2026.
  • Asana was a new Private Wealth Management Group position in Q2 2026.
  • Asana made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1356 holding.
  • Private Wealth Management Group first reported a position in Asana in Q1 2024 and has held it in 2 quarters since.
  • Private Wealth Management Group's Asana position peaked at $1.18K in Q1 2024.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.