Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ASE Group ASX Stock Holding History

Carson Wealth (CWM LLC)’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 		$333K Sell
15,359
-1,947
-11% -$40.9K ﹤0.01% 2311
2025
Q4 		$279K Sell
17,306
-272
-2% -$3.87K ﹤0.01% 2302
2025
Q3 		$195K Buy
17,578
+838
+5% +$8.77K ﹤0.01% 2462
2025
Q2 		$173K Buy
16,740
+50
+0.3% +$467 ﹤0.01% 2297
2025
Q1 		$146K Sell
16,690
-2,860
-15% -$29.1K ﹤0.01% 2119
2024
Q4 		$197K Sell
19,550
-33
-0.2% -$329 ﹤0.01% 1830
2024
Q3 		$191K Buy
19,583
+3,061
+19% +$31.1K ﹤0.01% 1778
2024
Q2 		$189K Buy
16,522
+572
+4% +$6.2K ﹤0.01% 1618
2024
Q1 		$175K Buy
15,950
+3,194
+25% +$31.3K ﹤0.01% 1575
2023
Q4 		$120K Buy
12,756
+184
+1% +$1.52K ﹤0.01% 1643
2023
Q3 		$95K Buy
12,572
+723
+6% +$5.62K ﹤0.01% 1658
2023
Q2 		$92K Sell
11,849
-1,857
-14% -$14.3K ﹤0.01% 1608
2023
Q1 		$109K Buy
13,706
+2,662
+24% +$19.5K ﹤0.01% 1447
2022
Q4 		$69K Buy
11,044
+6,386
+137% +$37.4K ﹤0.01% 1550
2022
Q3 		$23K Sell
4,658
-349
-7% -$1.97K ﹤0.01% 2130
2022
Q2 		$26K Buy
5,007
+2,697
+117% +$18K ﹤0.01% 1959
2022
Q1 		$16K Buy
2,310
+1,265
+121% +$9.29K ﹤0.01% 2210
2021
Q4 		$8K Buy
+1,045
New +$7.68K ﹤0.01% 2455
2017
Q1 		– Sell
-257
Closed -$1K – 1169
2016
Q4 		$1K Buy
+257
New +$1.43K ﹤0.01% 1033

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ASX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ASE Group (ASX) stake by 11% in Q1 2026, selling an estimated $40.9K and leaving 15,359 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Carson Wealth (CWM LLC) first reported a position in ASX in Q4 2016 and has held it in 19 quarters since. 372 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,359 shares of ASE Group worth $333K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,947 ASE Group shares in Q1 2026, an estimated $40.9K.
  • ASE Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2311 holding.
  • Carson Wealth (CWM LLC) first reported a position in ASE Group in Q4 2016 and has held it in 19 quarters since.
  • 372 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.