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TD Private Client Wealth’s Asana ASAN Stock Holding History

TD Private Client Wealth’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 		$868 Buy
+124
New +$832 ﹤0.01% 1490
2026
Q1 		– Sell
-46
Closed -$631 – 1658
2025
Q4 		$631 Hold
46
– – ﹤0.01% 1459
2025
Q3 		$615 Buy
+46
New +$650 ﹤0.01% 1436

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

TD Private Client Wealth's ASAN Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in Asana (ASAN) in Q2 2026: 124 shares worth $868. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in ASAN as recently as Q4 2025.

TD Private Client Wealth first reported a position in ASAN in Q3 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • TD Private Client Wealth held 124 shares of Asana worth $868 as of Q2 2026.
  • Asana was a new TD Private Client Wealth position in Q2 2026.
  • Asana made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1490 holding.
  • TD Private Client Wealth first reported a position in Asana in Q3 2025 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.