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Bell Investment Advisors’s ASE Group ASX Stock Holding History

Bell Investment 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 		$47.4K Buy
2,185
+248
+13% +$5.21K 0.01% 255
2025
Q4 		$31.2K Buy
1,937
+1,278
+194% +$18.2K ﹤0.01% 333
2025
Q3 		$7.31K Buy
659
+318
+93% +$3.33K ﹤0.01% 755
2025
Q2 		$3.52K Sell
341
-79
-19% -$737 ﹤0.01% 1137
2025
Q1 		$3.68K Sell
420
-96
-19% -$976 ﹤0.01% 1055
2024
Q4 		$5.2K Buy
516
+96
+23% +$956 ﹤0.01% 917
2024
Q3 		$4.1K Sell
420
-223
-35% -$2.27K ﹤0.01% 1044
2024
Q2 		$7.34K Hold
643
– – ﹤0.01% 736
2024
Q1 		$7.07K Buy
643
+143
+29% +$1.4K ﹤0.01% 733
2023
Q4 		$4.71K Sell
500
-262
-34% -$2.17K ﹤0.01% 918
2023
Q3 		$5.73K Sell
762
-18
-2% -$140 ﹤0.01% 739
2023
Q2 		$6.08K Buy
780
+133
+21% +$1.02K ﹤0.01% 719
2023
Q1 		$5.16K Sell
647
-539
-45% -$3.94K ﹤0.01% 770
2022
Q4 		$7.44K Sell
1,186
-411
-26% -$2.41K ﹤0.01% 609
2022
Q3 		$8K Buy
1,597
+71
+5% +$400 ﹤0.01% 470
2022
Q2 		$8K Buy
+1,526
New +$10.2K ﹤0.01% 483
2021
Q4 		$18K Buy
2,368
+787
+50% +$5.78K ﹤0.01% 330
2021
Q3 		$12K Buy
+1,581
New +$13.7K ﹤0.01% 401

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

Bell Investment Advisors's ASX Position: Q1 2026 in Review

Bell Investment Advisors increased its ASE Group (ASX) stake by 13% in Q1 2026, buying an estimated $5.21K and bringing the position to 2,185 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #255.

Bell Investment Advisors first reported a position in ASX in Q3 2021 and has held it in 18 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Bell Investment Advisors held 2,185 shares of ASE Group worth $47.4K as of Q1 2026.
  • Bell Investment Advisors bought 248 ASE Group shares in Q1 2026, an estimated $5.21K.
  • ASE Group made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #255 holding.
  • Bell Investment Advisors first reported a position in ASE Group in Q3 2021 and has held it in 18 quarters since.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.