AI
ASX icon

Atria Investments’s ASE Group ASX Stock Holding History

Atria Investments’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 		$1.74M Buy
38,586
+1,386
+4% +$46.5K 0.02% 829
2026
Q1 		$807K Sell
37,200
-12,975
-26% -$273K 0.01% 1181
2025
Q4 		$808K Sell
50,175
-1,613
-3% -$22.9K 0.01% 1180
2025
Q3 		$574K Sell
51,788
-1,349
-3% -$14.1K 0.01% 1345
2025
Q2 		$549K Buy
53,137
+4,884
+10% +$45.6K 0.01% 1367
2025
Q1 		$423K Buy
48,253
+4,182
+9% +$42.5K 0.01% 1445
2024
Q4 		$444K Sell
44,071
-44,185
-50% -$440K 0.01% 1384
2024
Q3 		$861K Sell
88,256
-15,941
-15% -$162K 0.01% 1051
2024
Q2 		$1.19M Sell
104,197
-6,976
-6% -$75.6K 0.02% 847
2024
Q1 		$1.22M Sell
111,173
-3,220
-3% -$31.6K 0.02% 868
2023
Q4 		$1.08M Buy
+114,393
New +$948K 0.02% 860
2020
Q2 		– Sell
-23,848
Closed -$89K – 536
2020
Q1 		$89K Buy
23,848
+2,519
+12% +$11.8K 0.01% 564
2019
Q4 		$119K Buy
+21,329
New +$109K ﹤0.01% 1177
2019
Q3 		– Sell
-21,450
Closed -$91K – 859
2019
Q2 		$91K Sell
21,450
-18,789
-47% -$78.5K ﹤0.01% 945
2019
Q1 		$173K Sell
40,239
-3,118
-7% -$12.2K 0.01% 884
2018
Q4 		$163K Sell
43,357
-29,797
-41% -$118K 0.01% 833
2018
Q3 		$353K Buy
73,154
+9,735
+15% +$46K 0.01% 711
2018
Q2 		$292K Buy
63,419
+7,090
+13% +$39K 0.01% 750
2018
Q1 		$409K Sell
56,329
-805
-1% -$5.65K 0.02% 574
2017
Q4 		$370K Buy
57,134
+3,722
+7% +$23.6K 0.02% 583
2017
Q3 		$330K Buy
53,412
+7,083
+15% +$44.4K 0.02% 578
2017
Q2 		$292K Buy
46,329
+1,988
+4% +$12.4K 0.02% 571
2017
Q1 		$287K Buy
44,341
+9,936
+29% +$59.2K 0.02% 532
2016
Q4 		$173K Buy
34,405
+6,399
+23% +$35.6K 0.01% 613
2016
Q3 		$166K Buy
+28,006
New +$165K 0.02% 523

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

Atria Investments's ASX Position: Q2 2026 in Review

Atria Investments increased its ASE Group (ASX) stake by 3.7% in Q2 2026, buying an estimated $46.5K and bringing the position to 38,586 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #829.

Atria Investments first reported a position in ASX in Q3 2016 and has held it in 25 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Atria Investments held 38,586 shares of ASE Group worth $1.74M as of Q2 2026.
  • Atria Investments bought 1,386 ASE Group shares in Q2 2026, an estimated $46.5K.
  • ASE Group made up 0.02% of Atria Investments's portfolio in Q2 2026, its #829 holding.
  • Atria Investments first reported a position in ASE Group in Q3 2016 and has held it in 25 quarters since.
  • 487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.