Arkadios Wealth Advisors’s ASE Group ASX Stock Holding History

Arkadios 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 Q1	$722K	Sell	33,305 -2,429	-7%	-$51.1K	0.01%	939
2025 Q4	$575K	Buy	35,734 +7,290	+26%	+$104K	0.01%	938
2025 Q3	$315K	Buy	28,444 +18,019	+173%	+$189K	0.01%	1137
2025 Q2	$108K	Sell	10,425 -1,190	-10%	-$11.1K	﹤0.01%	1250
2025 Q1	$102K	Buy	11,615 +534	+5%	+$5.43K	﹤0.01%	1073
2024 Q4	$112K	Sell	11,081 -311	-3%	-$3.1K	0.01%	885
2024 Q3	$111K	Sell	11,392 -200	-2%	-$2.03K	0.01%	871
2024 Q2	$132K	Sell	11,592 -1,511	-12%	-$16.4K	0.01%	789
2024 Q1	$144K	Sell	13,103 -246	-2%	-$2.41K	0.01%	662
2023 Q4	$126K	Sell	13,349 -410	-3%	-$3.4K	0.01%	662
2023 Q3	$103K	Buy	13,759 +2,348	+21%	+$18.2K	0.01%	640
2023 Q2	$88.9K	Sell	11,411 -682	-6%	-$5.25K	0.01%	592
2023 Q1	$96.4K	Sell	12,093 -590	-5%	-$4.31K	0.01%	588
2022 Q4	$79.5K	Sell	12,683 -1,255	-9%	-$7.35K	0.01%	549
2022 Q3	$70K	Buy	+13,938	New	+$78.5K	0.01%	514
2021 Q4	–	Sell	-773	Closed	-$6K	–	655
2021 Q3	$6K	Hold	773	–	–	﹤0.01%	1546
2021 Q2	$6K	Buy	+773	New	+$6.22K	﹤0.01%	1653

Other funds holding ASX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return