Caldwell Sutter Capital’s ASE Group ASX Stock Holding History

Caldwell Sutter Capital’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	$30.1K	Hold	666	–	–	0.01%	476
2026 Q1	$14.4K	Hold	666	–	–	0.01%	521
2025 Q4	$10.7K	Hold	666	–	–	﹤0.01%	540
2025 Q3	$7.39K	Hold	666	–	–	﹤0.01%	591
2025 Q2	$6.88K	Hold	666	–	–	﹤0.01%	586
2025 Q1	$5.83K	Hold	666	–	–	﹤0.01%	608
2024 Q4	$6.71K	Hold	666	–	–	﹤0.01%	603
2024 Q3	$6.5K	Hold	666	–	–	﹤0.01%	612
2024 Q2	$7.61K	Hold	666	–	–	﹤0.01%	584
2024 Q1	$7.32K	Hold	666	–	–	﹤0.01%	582
2023 Q4	$6.27K	Hold	666	–	–	﹤0.01%	596
2023 Q3	$5.01K	Hold	666	–	–	﹤0.01%	603
2023 Q2	$5.19K	Buy	+666	New	+$5.12K	﹤0.01%	599

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Caldwell Sutter Capital's ASX Position: Q2 2026 in Review

Caldwell Sutter Capital held its ASE Group (ASX) position steady in Q2 2026 at 666 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #476.

Caldwell Sutter Capital first reported a position in ASX in Q2 2023 and has held it in 13 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Caldwell Sutter Capital held 666 shares of ASE Group worth $30.1K as of Q2 2026.
Caldwell Sutter Capital left its ASE Group share count unchanged in Q2 2026.
ASE Group made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #476 holding.
Caldwell Sutter Capital first reported a position in ASE Group in Q2 2023 and has held it in 13 quarters since.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.