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Atlas Capital Advisors’s ASE Group ASX Stock Holding History

Atlas Capital 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 		$253K Sell
11,676
-4,666
-29% -$98.1K 0.03% 376
2025
Q4 		$263K Buy
+16,342
New +$232K 0.03% 361
2025
Q2 		$149K Hold
14,385
– – 0.02% 453
2025
Q1 		$126K Sell
14,385
-14,740
-51% -$150K 0.02% 502
2024
Q4 		$293K Buy
29,125
+14,083
+94% +$140K 0.04% 326
2024
Q3 		$147K Sell
15,042
-1,581
-10% -$16.1K 0.02% 426
2024
Q2 		$190K Sell
16,623
-422
-2% -$4.58K 0.02% 389
2024
Q1 		$187K Buy
17,045
+689
+4% +$6.76K 0.03% 376
2023
Q4 		$154K Hold
16,356
– – 0.02% 419
2023
Q3 		$123K Sell
16,356
-3,052
-16% -$23.7K 0.02% 422
2023
Q2 		$151K Buy
19,408
+3,052
+19% +$23.5K 0.02% 406
2023
Q1 		$130K Hold
16,356
– – 0.02% 424
2022
Q4 		$103K Hold
16,356
– – 0.02% 444
2022
Q3 		$81.6K Sell
16,356
-1,874
-10% -$10.6K 0.01% 477
2022
Q2 		$94.2K Hold
18,230
– – 0.02% 475
2022
Q1 		$129K Buy
18,230
+644
+4% +$4.73K 0.02% 431
2021
Q4 		$137K Buy
17,586
+8,627
+96% +$63.4K 0.02% 412
2021
Q3 		$70.3K Buy
8,959
+2,544
+40% +$22.1K 0.01% 483
2021
Q2 		$51.6K Buy
6,415
+1,074
+20% +$8.64K 0.01% 527
2021
Q1 		$41.1K Hold
5,341
– – 0.01% 512
2020
Q4 		$31.2K Buy
+5,341
New +$26.7K 0.01% 507
2020
Q3 		– Sell
-6,695
Closed -$30.4K – 333
2020
Q2 		$30.4K Hold
6,695
– – 0.01% 516
2020
Q1 		$25K Hold
6,695
– – 0.01% 498
2019
Q4 		$37.2K Buy
+6,695
New +$34.4K 0.01% 496

Other funds holding ASX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Atlas Capital Advisors's ASX Position: Q1 2026 in Review

Atlas Capital Advisors reduced its ASE Group (ASX) stake by 29% in Q1 2026, selling an estimated $98.1K and leaving 11,676 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #376.

Atlas Capital Advisors first reported a position in ASX in Q4 2019 and has held it in 24 quarters since. The position peaked at $293K in Q4 2024. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Atlas Capital Advisors held 11,676 shares of ASE Group worth $253K as of Q1 2026.
  • Atlas Capital Advisors sold 4,666 ASE Group shares in Q1 2026, an estimated $98.1K.
  • ASE Group made up 0.03% of Atlas Capital Advisors's portfolio in Q1 2026, its #376 holding.
  • Atlas Capital Advisors first reported a position in ASE Group in Q4 2019 and has held it in 24 quarters since.
  • Atlas Capital Advisors's ASE Group position peaked at $293K in Q4 2024.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.