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James T. Borello RIA’s Asana ASAN Stock Holding History

James T. Borello RIA’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
Q3 		$9.12K Hold
1,082
– – ﹤0.01% 627
2026
Q2 		$7.57K Buy
+1,082
New +$7.26K ﹤0.01% 671

Other funds holding ASAN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's ASAN Position: Q3 2026 in Review

James T. Borello RIA held its Asana (ASAN) position steady in Q3 2026 at 1,082 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

James T. Borello RIA first reported a position in ASAN in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • James T. Borello RIA held 1,082 shares of Asana worth $9.12K as of Q3 2026.
  • James T. Borello RIA left its Asana share count unchanged in Q3 2026.
  • Asana made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #627 holding.
  • James T. Borello RIA first reported a position in Asana in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.