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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
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% -$9.81K ﹤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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

True Wealth Design's ASAN Position: Q2 2026 in Review

True Wealth Design increased its Asana (ASAN) stake by 3,877% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,585 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

True Wealth Design first reported a position in ASAN in Q3 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • True Wealth Design held 2,585 shares of Asana worth $18.1K as of Q2 2026.
  • True Wealth Design bought 2,520 Asana shares in Q2 2026, an estimated $16.9K.
  • Asana made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #843 holding.
  • True Wealth Design first reported a position in Asana in Q3 2024 and has held it in 8 quarters since.
  • 20 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.