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
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

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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

Wealth Enhancement Advisory Services's ASAN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Asana (ASAN) stake by 154% in Q2 2026, buying an estimated $495K and bringing the position to 121,651 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Wealth Enhancement Advisory Services first reported a position in ASAN in Q1 2025 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 121,651 shares of Asana worth $787K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 73,730 Asana shares in Q2 2026, an estimated $495K.
  • Asana made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2274 holding.
  • Wealth Enhancement Advisory Services first reported a position in Asana in Q1 2025 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.