SHP Wealth Management’s Asana ASAN Stock Holding History

SHP Wealth Management’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	$14	Hold	2	–	–	﹤0.01%	1968
2026 Q1	$13	Hold	2	–	–	﹤0.01%	1809
2025 Q4	$27	Buy	+2	New	+$27	﹤0.01%	1539

Other funds holding ASAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SHP Wealth Management's ASAN Position: Q2 2026 in Review

SHP Wealth Management held its Asana (ASAN) position steady in Q2 2026 at 2 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

SHP Wealth Management first reported a position in ASAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $27 in Q4 2025. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

SHP Wealth Management held 2 shares of Asana worth $14 as of Q2 2026.
SHP Wealth Management left its Asana share count unchanged in Q2 2026.
Asana made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1968 holding.
SHP Wealth Management first reported a position in Asana in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's Asana position peaked at $27 in Q4 2025.
262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.