Wealth Preservation Advisors’s Asana ASAN Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-209	Closed	-$1.34K	–	145
2026 Q1	$1.34K	Buy	+209	New	+$1.84K	﹤0.01%	649

Other funds holding ASAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealth Preservation Advisors's ASAN Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Asana (ASAN) in Q2 2026, closing a stake of 209 shares — an estimated $1.34K sold.

Wealth Preservation Advisors first reported a position in ASAN in Q1 2026 and held it in 1 quarter. The position peaked at $1.34K in Q1 2026. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

Wealth Preservation Advisors reported no remaining Asana position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 209 Asana shares in Q2 2026, an estimated $1.34K.
Wealth Preservation Advisors first reported a position in Asana in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Asana position peaked at $1.34K in Q1 2026.
262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.