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Sequoia Financial Advisors’s Asana ASAN Stock Holding History

Sequoia Financial 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 		$87.9K Buy
+12,562
New +$84.3K ﹤0.01% 2088

Other funds holding ASAN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Sequoia Financial Advisors's ASAN Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Asana (ASAN) in Q2 2026: 12,562 shares worth $87.9K. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings.

20 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Sequoia Financial Advisors held 12,562 shares of Asana worth $87.9K as of Q2 2026.
  • Asana was a new Sequoia Financial Advisors position in Q2 2026.
  • Asana made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2088 holding.
  • 20 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.