AWM
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Aprio Wealth Management’s ASE Group ASX Stock Holding History

Aprio 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 		$822K Buy
18,212
+1,640
+10% +$55.1K 0.04% 269
2026
Q1 		$359K Buy
16,572
+3,720
+29% +$78.2K 0.02% 444
2025
Q4 		$207K Buy
12,852
+2,080
+19% +$29.6K 0.01% 521
2025
Q3 		$119K Buy
+10,772
New +$113K 0.01% 430
2025
Q2 		– Sell
-29,054
Closed -$255K – 413
2025
Q1 		$255K Sell
29,054
-801
-3% -$8.15K 0.03% 304
2024
Q4 		$301K Sell
29,855
-2,989
-9% -$29.8K 0.04% 214
2024
Q3 		$321K Sell
32,844
-4,254
-11% -$43.2K 0.05% 185
2024
Q2 		$424K Buy
37,098
+4,399
+13% +$47.7K 0.08% 119
2024
Q1 		$359K Buy
32,699
+2,849
+10% +$28K 0.07% 128
2023
Q4 		$281K Buy
29,850
+6,707
+29% +$55.6K 0.06% 146
2023
Q3 		$174K Buy
+23,143
New +$180K 0.05% 167

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Aprio Wealth Management increased its ASE Group (ASX) stake by 9.9% in Q2 2026, buying an estimated $55.1K and bringing the position to 18,212 shares worth $822K. The position accounts for 0.04% of the portfolio, ranked #269.

Aprio Wealth Management first reported a position in ASX in Q3 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Aprio Wealth Management held 18,212 shares of ASE Group worth $822K as of Q2 2026.
  • Aprio Wealth Management bought 1,640 ASE Group shares in Q2 2026, an estimated $55.1K.
  • ASE Group made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Aprio Wealth Management first reported a position in ASE Group in Q3 2023 and has held it in 11 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.