Strategic Wealth Partners’s Asana ASAN Stock Holding History

Strategic Wealth Partners’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 Q1	–	Sell	-100	Closed	-$1.37K	–	1486
2025 Q4	$1.37K	Hold	100	–	–	﹤0.01%	1246
2025 Q3	$1.34K	Hold	100	–	–	﹤0.01%	1197
2025 Q2	$1.35K	Buy	+100	New	+$1.57K	﹤0.01%	1029

Other funds holding ASAN

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Strategic Wealth Partners's ASAN Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Asana (ASAN) in Q1 2026, closing a stake of 100 shares — an estimated $1.37K sold.

Strategic Wealth Partners first reported a position in ASAN in Q2 2025 and held it in 3 quarters. The position peaked at $1.37K in Q4 2025. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

Strategic Wealth Partners reported no remaining Asana position as of Q1 2026 after selling out during the quarter.
Strategic Wealth Partners sold 100 Asana shares in Q1 2026, an estimated $1.37K.
Strategic Wealth Partners first reported a position in Asana in Q2 2025 and held it in 3 quarters.
Strategic Wealth Partners's Asana position peaked at $1.37K in Q4 2025.
250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.