Abound Wealth Management’s ASE Group ASX Stock Holding History

Abound Wealth Management’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	$1.08K	Sell	24 -9	-27%	-$302	﹤0.01%	812
2026 Q1	$716	Sell	33 -54	-62%	-$1.14K	﹤0.01%	1017
2025 Q4	$1.4K	Sell	87 -23	-21%	-$327	﹤0.01%	884
2025 Q3	$1.22K	Buy	110 +20	+22%	+$209	﹤0.01%	853
2025 Q2	$930	Hold	90	–	–	﹤0.01%	812
2025 Q1	$789	Sell	90 -48	-35%	-$488	﹤0.01%	777
2024 Q4	$1.39K	Buy	138 +8	+6%	+$80	﹤0.01%	706
2024 Q3	$1.27K	Buy	130 +20	+18%	+$203	﹤0.01%	756
2024 Q2	$1.26K	Sell	110 -22	-17%	-$239	﹤0.01%	695
2024 Q1	$1.45K	Sell	132 -32	-20%	-$314	﹤0.01%	718
2023 Q4	$1.54K	Sell	164 -38	-19%	-$315	﹤0.01%	689
2023 Q3	$1.52K	Hold	202	–	–	﹤0.01%	659
2023 Q2	$1.57K	Buy	+202	New	+$1.55K	﹤0.01%	674

Other funds holding ASX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Abound Wealth Management's ASX Position: Q2 2026 in Review

Abound Wealth Management reduced its ASE Group (ASX) stake by 27% in Q2 2026, selling an estimated $302 and leaving 24 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Abound Wealth Management first reported a position in ASX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.57K in Q2 2023. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Abound Wealth Management held 24 shares of ASE Group worth $1.08K as of Q2 2026.
Abound Wealth Management sold 9 ASE Group shares in Q2 2026, an estimated $302.
ASE Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #812 holding.
Abound Wealth Management first reported a position in ASE Group in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's ASE Group position peaked at $1.57K in Q2 2023.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.