Acumen Wealth Advisors’s ASE Group ASX Stock Holding History

Acumen 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	$48K	Hold	1,063	–	–	0.01%	157
2026 Q1	$23K	Buy	+1,063	New	+$22.4K	0.01%	207

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

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

Acumen Wealth Advisors held its ASE Group (ASX) position steady in Q2 2026 at 1,063 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #157.

Acumen Wealth Advisors first reported a position in ASX in Q1 2026 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Acumen Wealth Advisors held 1,063 shares of ASE Group worth $48K as of Q2 2026.
Acumen Wealth Advisors left its ASE Group share count unchanged in Q2 2026.
ASE Group made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Acumen Wealth Advisors first reported a position in ASE Group in Q1 2026 and has held it in 2 quarters since.
485 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.