TWM
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Tradition Wealth Management’s Strive Inc ASST Stock Holding History

Tradition Wealth Management’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2K Sell
200
-800
-80% -$9.95K ﹤0.01% 525
2025
Q4 		$6.46K Buy
+1,000
New +$23.9K ﹤0.01% 496

Other funds holding ASST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $317M AUM 12.76% 1-Year Est. Return

Tradition Wealth Management's ASST Position: Q1 2026 in Review

Tradition Wealth Management increased its Strive Inc (ASST) stake by 26% in Q1 2026, buying an estimated $26.4K and bringing the position to 10,434 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #492.

Tradition Wealth Management first reported a position in ASST in Q4 2025 and has held it in 2 quarters since. The position peaked at $123K in Q4 2025. 138 funds tracked by Wall St. Rank hold ASST as of Q1 2026.

  • Tradition Wealth Management held 10,434 shares of Strive Inc worth $105K as of Q1 2026.
  • Tradition Wealth Management bought 2,123 Strive Inc shares in Q1 2026, an estimated $26.4K.
  • Strive Inc made up 0.01% of Tradition Wealth Management's portfolio in Q1 2026, its #492 holding.
  • Tradition Wealth Management first reported a position in Strive Inc in Q4 2025 and has held it in 2 quarters since.
  • Tradition Wealth Management's Strive Inc position peaked at $123K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Strive Inc as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.