AWM
ASX icon

Ariadne Wealth Management’s ASE Group ASX Stock Holding History

Ariadne 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 		$746K Sell
16,541
-212
-1% -$7.12K 0.33% 78
2026
Q1 		$363K Hold
16,753
– – 0.16% 139
2025
Q4 		$393K Sell
16,753
-39
-0.2% -$554 0.16% 136
2025
Q3 		$246K Hold
16,792
– – 0.11% 197
2025
Q2 		$168K Buy
+16,792
New +$157K 0.08% 214
2025
Q1 		– Sell
-17,918
Closed -$184K – 212
2024
Q4 		$184K Sell
17,918
-1,324
-7% -$13.2K 0.08% 209
2024
Q3 		$195K Buy
+19,242
New +$195K 0.11% 204

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

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

Ariadne Wealth Management reduced its ASE Group (ASX) stake by 1.3% in Q2 2026, selling an estimated $7.12K and leaving 16,541 shares worth $746K. The position accounts for 0.33% of the portfolio, ranked #78.

Ariadne Wealth Management first reported a position in ASX in Q3 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Ariadne Wealth Management held 16,541 shares of ASE Group worth $746K as of Q2 2026.
  • Ariadne Wealth Management sold 212 ASE Group shares in Q2 2026, an estimated $7.12K.
  • ASE Group made up 0.33% of Ariadne Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Ariadne Wealth Management first reported a position in ASE Group in Q3 2024 and has held it in 7 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.