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Steward Partners Investment Advisory’s Asana ASAN Stock Holding History

Steward Partners Investment Advisory’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 		$616 Buy
+88
New +$591 ﹤0.01% 4444
2025
Q2 		– Sell
-75
Closed -$1.09K – 4126
2025
Q1 		$1.09K Hold
75
– – ﹤0.01% 3756
2024
Q4 		$1.52K Hold
75
– – ﹤0.01% 3695
2024
Q3 		$869 Buy
+75
New +$989 ﹤0.01% 3541
2023
Q1 		– Sell
-40
Closed -$551 – 3315
2022
Q4 		$551 Sell
40
-160
-80% -$2.9K ﹤0.01% 3184
2022
Q3 		$4K Sell
200
-46
-19% -$987 ﹤0.01% 2817
2022
Q2 		$4K Sell
246
-486
-66% -$12.2K ﹤0.01% 2802
2022
Q1 		$29K Buy
732
+294
+67% +$15.3K ﹤0.01% 2186
2021
Q4 		$33K Buy
438
+52
+13% +$5.51K ﹤0.01% 2091
2021
Q3 		$40K Sell
386
-17
-4% -$1.41K ﹤0.01% 1999
2021
Q2 		$25K Sell
403
-3,517
-90% -$136K ﹤0.01% 4719
2021
Q1 		$112K Sell
3,920
-2,990
-43% -$103K ﹤0.01% 1561
2020
Q4 		$204K Buy
6,910
+6,410
+1,282% +$164K ﹤0.01% 1062
2020
Q3 		$14K Buy
+500
New +$14.4K ﹤0.01% 2002

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 $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Steward Partners Investment Advisory's ASAN Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Asana (ASAN) in Q2 2026: 88 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #4444 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in ASAN as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in ASAN in Q3 2020 and has held it in 14 quarters since. The position peaked at $204K in Q4 2020. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Steward Partners Investment Advisory held 88 shares of Asana worth $616 as of Q2 2026.
  • Asana was a new Steward Partners Investment Advisory position in Q2 2026.
  • Asana made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4444 holding.
  • Steward Partners Investment Advisory first reported a position in Asana in Q3 2020 and has held it in 14 quarters since.
  • Steward Partners Investment Advisory's Asana position peaked at $204K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.