True Wealth Design
ASAN icon

True Wealth Design’s Asana ASAN Stock Holding History

True Wealth Design’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
Q3 		$21.8K Hold
2,585
– – 0.01% 798
2026
Q2 		$18.1K Buy
2,585
+2,520
+3,877% +$16.9K ﹤0.01% 843
2026
Q1 		$416 Sell
65
-2
-3% -$18 ﹤0.01% 2112
2025
Q4 		$919 Sell
67
-8
-11% -$110 ﹤0.01% 1735
2025
Q3 		$1K Hold
75
– – ﹤0.01% 1743
2025
Q2 		$1.01K Sell
75
-626
-89% -$9.8K ﹤0.01% 1457
2025
Q1 		$10.2K Buy
701
+625
+822% +$11.9K ﹤0.01% 467
2024
Q4 		$1.54K Sell
76
-273
-78% -$4.32K ﹤0.01% 810
2024
Q3 		$4.04K Buy
+349
New +$4.6K ﹤0.01% 613

Other funds holding ASAN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Retirement Planning Company of New England
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

True Wealth Design's ASAN Position: Q3 2026 in Review

True Wealth Design held its Asana (ASAN) position steady in Q3 2026 at 2,585 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #798.

True Wealth Design first reported a position in ASAN in Q3 2024 and has held it in 9 quarters since. 33 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • True Wealth Design held 2,585 shares of Asana worth $21.8K as of Q3 2026.
  • True Wealth Design left its Asana share count unchanged in Q3 2026.
  • Asana made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #798 holding.
  • True Wealth Design first reported a position in Asana in Q3 2024 and has held it in 9 quarters since.
  • 33 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.