WP
ASTH icon

Westmount Partners’s Astrana Health ASTH Stock Holding History

Westmount Partners’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 		$3.61M Hold
77,755
– – 0.79% 23
2026
Q1 		$1.91M Sell
77,755
-1,668
-2% -$39.5K 0.47% 49
2025
Q4 		$1.97M Sell
79,423
-4,266
-5% -$113K 0.49% 47
2025
Q3 		$2.36M Sell
83,689
-2,310
-3% -$62.6K 0.61% 36
2025
Q2 		$2.14M Sell
85,999
-1,890
-2% -$53.2K 0.59% 39
2025
Q1 		$2.73M Sell
87,889
-2,445
-3% -$81.5K 0.83% 25
2024
Q4 		$2.85M Sell
90,334
-1,799
-2% -$85.4K 0.87% 25
2024
Q3 		$5.34M Sell
92,133
-1,645
-2% -$80.8K 1.61% 14
2024
Q2 		$3.73M Sell
93,778
-1,917
-2% -$76K 1.23% 15
2024
Q1 		$4.02M Sell
95,695
-1,830
-2% -$71.4K 1.45% 14
2023
Q4 		$3.74M Sell
97,525
-2,135
-2% -$71.1K 1.53% 12
2023
Q3 		$3.07M Sell
99,660
-1,920
-2% -$66.3K 1.35% 13
2023
Q2 		$3.21M Sell
101,580
-1,735
-2% -$59.5K 1.4% 14
2023
Q1 		$3.77M Sell
103,315
-6,450
-6% -$226K 1.74% 11
2022
Q4 		$3.25M Buy
+109,765
New +$3.53M 1.69% 11

Other funds holding ASTH

SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return