Callan Family Office’s ASE Group ASX Stock Holding History

Callan Family Office’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	$1.39M	Sell	30,705 -5,787	-16%	-$194K	0.03%	505
2026 Q1	$791K	Buy	36,492 +27	+0.1%	+$568	0.02%	626
2025 Q4	$587K	Buy	36,465 +9,572	+36%	+$136K	0.01%	724
2025 Q3	$298K	Sell	26,893 -12,594	-32%	-$132K	0.01%	710
2025 Q2	$408K	Buy	+39,487	New	+$368K	0.01%	671

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

Callan Family Office's ASX Position: Q2 2026 in Review

Callan Family Office reduced its ASE Group (ASX) stake by 16% in Q2 2026, selling an estimated $194K and leaving 30,705 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #505.

Callan Family Office first reported a position in ASX in Q2 2025 and has held it in 5 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Callan Family Office held 30,705 shares of ASE Group worth $1.39M as of Q2 2026.
Callan Family Office sold 5,787 ASE Group shares in Q2 2026, an estimated $194K.
ASE Group made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #505 holding.
Callan Family Office first reported a position in ASE Group in Q2 2025 and has held it in 5 quarters since.
487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.