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Concurrent Investment Advisors’s ASE Group ASX Stock Holding History

Concurrent 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
Q2 		$714K Buy
+15,834
New +$532K 0.01% 1190
2026
Q1 		– Sell
-10,624
Closed -$171K – 1937
2025
Q4 		$171K Buy
+10,624
New +$151K ﹤0.01% 1658

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Concurrent Investment Advisors's ASX Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in ASE Group (ASX) in Q2 2026: 15,834 shares worth $714K. The stake represents 0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in ASX as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in ASX in Q4 2025 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Concurrent Investment Advisors held 15,834 shares of ASE Group worth $714K as of Q2 2026.
  • ASE Group was a new Concurrent Investment Advisors position in Q2 2026.
  • ASE Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1190 holding.
  • Concurrent Investment Advisors first reported a position in ASE Group in Q4 2025 and has held it in 2 quarters since.
  • 487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.