Wealth Enhancement Advisory Services
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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

Other funds holding ASAN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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. 20 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.
  • 20 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.