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Aaron Wealth Advisors’s ASE Group ASX Stock Holding History

Aaron Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Sell
40,205
-1,834
-4% -$61.6K 0.09% 140
2026
Q1 		$911K Buy
42,039
+10,532
+33% +$221K 0.05% 241
2025
Q4 		$507K Buy
31,507
+3,181
+11% +$45.2K 0.03% 432
2025
Q3 		$314K Sell
28,326
-2,258
-7% -$23.6K 0.02% 516
2025
Q2 		$316K Buy
30,584
+3,196
+12% +$29.8K 0.03% 345
2025
Q1 		$240K Buy
27,388
+2,966
+12% +$30.2K 0.03% 392
2024
Q4 		$246K Buy
24,422
+1,370
+6% +$13.6K 0.03% 368
2024
Q3 		$225K Buy
23,052
+3,701
+19% +$37.6K 0.03% 384
2024
Q2 		$221K Sell
19,351
-251
-1% -$2.72K 0.03% 293
2024
Q1 		$215K Buy
+19,602
New +$192K 0.03% 282
2022
Q3 		– Sell
-21,029
Closed -$108K – 224
2022
Q2 		$108K Sell
21,029
-81,761
-80% -$545K 0.03% 185
2022
Q1 		$14.5M Buy
102,790
+88,147
+602% +$647K 0.2% 54
2021
Q4 		$114K Buy
14,643
+3,756
+34% +$27.6K 0.03% 172
2021
Q3 		$85K Sell
10,887
-851
-7% -$7.39K 0.02% 157
2021
Q2 		$94K Buy
11,738
+416
+4% +$3.35K 0.03% 155
2021
Q1 		$87K Buy
+11,322
New +$84.6K 0.03% 149

Other funds holding ASX

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aaron Wealth Advisors's ASX Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its ASE Group (ASX) stake by 4.4% in Q2 2026, selling an estimated $61.6K and leaving 40,205 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #140.

Aaron Wealth Advisors first reported a position in ASX in Q1 2021 and has held it in 16 quarters since. The position peaked at $14.5M in Q1 2022. 68 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Aaron Wealth Advisors held 40,205 shares of ASE Group worth $1.81M as of Q2 2026.
  • Aaron Wealth Advisors sold 1,834 ASE Group shares in Q2 2026, an estimated $61.6K.
  • ASE Group made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Aaron Wealth Advisors first reported a position in ASE Group in Q1 2021 and has held it in 16 quarters since.
  • Aaron Wealth Advisors's ASE Group position peaked at $14.5M in Q1 2022.
  • 68 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.