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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
Q2 		$1.41M Sell
31,241
-2,064
-6% -$69.3K 0.02% 667
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
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

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

Arkadios Wealth Advisors reduced its ASE Group (ASX) stake by 6.2% in Q2 2026, selling an estimated $69.3K and leaving 31,241 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #667.

Arkadios Wealth Advisors first reported a position in ASX in Q2 2021 and has held it in 18 quarters since. 485 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Arkadios Wealth Advisors held 31,241 shares of ASE Group worth $1.41M as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,064 ASE Group shares in Q2 2026, an estimated $69.3K.
  • ASE Group made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #667 holding.
  • Arkadios Wealth Advisors first reported a position in ASE Group in Q2 2021 and has held it in 18 quarters since.
  • 485 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.