Wealth Enhancement Advisory Services
ASTH icon

Wealth Enhancement Advisory Services’s Astrana Health ASTH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ASTH Stock Details ASTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7K Buy
+22,457
New +$808K ﹤0.01% 4003
2026
Q1 		– Sell
-695
Closed -$285K – 3894
2025
Q4 		$285K Buy
695
+435
+167% +$11.6K ﹤0.01% 2966
2025
Q3 		$7.89K Buy
+260
New +$7.05K ﹤0.01% 3567

Other funds holding ASTH

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Astrana Health (ASTH) in Q2 2026: 22,457 shares worth $27.7K. The stake represents ﹤0.01% of the portfolio and ranks #4003 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in ASTH as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in ASTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $285K in Q4 2025. 20 funds tracked by Wall St. Rank hold ASTH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,457 shares of Astrana Health worth $27.7K as of Q2 2026.
  • Astrana Health was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Astrana Health made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4003 holding.
  • Wealth Enhancement Advisory Services first reported a position in Astrana Health in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Astrana Health position peaked at $285K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Astrana Health as of Q2 2026.

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