Wealth Enhancement Advisory Services
ASAN icon

Wealth Enhancement Advisory Services’s Asana ASAN Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.01M Sell
116,292
-5,359
-4% -$46.4K ﹤0.01% 2178
2026
Q2 		$787K Buy
121,651
+73,730
+154% +$495K ﹤0.01% 2274
2026
Q1 		$305K Buy
47,921
+30,387
+173% +$268K ﹤0.01% 2759
2025
Q4 		$230K Buy
+17,534
New +$241K ﹤0.01% 3157
2025
Q2 		– Sell
-15,278
Closed -$223K – 3388
2025
Q1 		$223K Buy
+15,278
New +$290K ﹤0.01% 2615

Other funds holding ASAN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's ASAN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Asana (ASAN) stake by 4.4% in Q3 2026, selling an estimated $46.4K and leaving 116,292 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Wealth Enhancement Advisory Services first reported a position in ASAN in Q1 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 116,292 shares of Asana worth $1.01M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 5,359 Asana shares in Q3 2026, an estimated $46.4K.
  • Asana made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2178 holding.
  • Wealth Enhancement Advisory Services first reported a position in Asana in Q1 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.