Aprio Wealth Management
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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
Q3 		$817K Buy
18,365
+153
+0.8% +$5.99K 0.04% 294
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 $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Aprio Wealth Management's ASX Position: Q3 2026 in Review

Aprio Wealth Management increased its ASE Group (ASX) stake by 0.84% in Q3 2026, buying an estimated $5.99K and bringing the position to 18,365 shares worth $817K. The position accounts for 0.04% of the portfolio, ranked #294.

Aprio Wealth Management first reported a position in ASX in Q3 2023 and has held it in 12 quarters since. The position peaked at $822K in Q2 2026. 411 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Aprio Wealth Management held 18,365 shares of ASE Group worth $817K as of Q3 2026.
  • Aprio Wealth Management bought 153 ASE Group shares in Q3 2026, an estimated $5.99K.
  • ASE Group made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #294 holding.
  • Aprio Wealth Management first reported a position in ASE Group in Q3 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's ASE Group position peaked at $822K in Q2 2026.
  • 411 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.