Clearstead Advisors’s ASE Group ASX Stock Holding History

Clearstead 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 Q2	$144K	Buy	3,188 +2,473	+346%	+$83.1K	﹤0.01%	1164
2026 Q1	$15.5K	Hold	715	–	–	﹤0.01%	1500
2025 Q4	$11.5K	Hold	715	–	–	﹤0.01%	1856
2025 Q3	$7.93K	Hold	715	–	–	﹤0.01%	1994
2025 Q2	$7.39K	Hold	715	–	–	﹤0.01%	1990
2025 Q1	$6.26K	Hold	715	–	–	﹤0.01%	1707
2024 Q4	$7.2K	Hold	715	–	–	﹤0.01%	1654
2024 Q3	$6.98K	Hold	715	–	–	﹤0.01%	1657
2024 Q2	$8.17K	Hold	715	–	–	﹤0.01%	1582
2024 Q1	$7.37K	Sell	715 -1,071	-60%	-$10.5K	﹤0.01%	1112
2023 Q4	$16.8K	Buy	1,786 +715	+67%	+$5.93K	﹤0.01%	973
2023 Q3	$8.05K	Hold	1,071	–	–	﹤0.01%	1027
2023 Q2	$8.34K	Hold	1,071	–	–	﹤0.01%	1002
2023 Q1	$8.54K	Hold	1,071	–	–	﹤0.01%	968
2022 Q4	$6.71K	Hold	1,071	–	–	﹤0.01%	953
2022 Q3	$5K	Hold	1,071	–	–	﹤0.01%	967
2022 Q2	$6K	Hold	1,071	–	–	﹤0.01%	976
2022 Q1	$8K	Hold	1,071	–	–	﹤0.01%	1010
2021 Q4	$8K	Sell	1,071 -2,606	-71%	-$19.2K	﹤0.01%	943
2021 Q3	$29K	Buy	3,677 +2,086	+131%	+$18.1K	﹤0.01%	710
2021 Q2	$13K	Buy	1,591 +520	+49%	+$4.18K	﹤0.01%	764
2021 Q1	$8K	Hold	1,071	–	–	﹤0.01%	811
2020 Q4	$6K	Buy	+1,071	New	+$5.35K	﹤0.01%	777

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

Clearstead Advisors's ASX Position: Q2 2026 in Review

Clearstead Advisors increased its ASE Group (ASX) stake by 346% in Q2 2026, buying an estimated $83.1K and bringing the position to 3,188 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Clearstead Advisors first reported a position in ASX in Q4 2020 and has held it in 23 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Clearstead Advisors held 3,188 shares of ASE Group worth $144K as of Q2 2026.
Clearstead Advisors bought 2,473 ASE Group shares in Q2 2026, an estimated $83.1K.
ASE Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1164 holding.
Clearstead Advisors first reported a position in ASE Group in Q4 2020 and has held it in 23 quarters since.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.