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Congress Wealth Management’s ASE Group ASX Stock Holding History

Congress Wealth Management’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
2025
Q2 		$167K Sell
16,150
-11,299
-41% -$105K ﹤0.01% 1148
2025
Q1 		$240K Buy
27,449
+1,301
+5% +$13.2K ﹤0.01% 994
2024
Q4 		$263K Buy
+26,148
New +$261K ﹤0.01% 796

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Congress Wealth Management's ASX Position: Q2 2025 in Review

Congress Wealth Management reduced its ASE Group (ASX) stake by 41% in Q2 2025, selling an estimated $105K and leaving 16,150 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Congress Wealth Management first reported a position in ASX in Q4 2024 and has held it in 3 quarters since. The position peaked at $263K in Q4 2024. 280 funds tracked by Wall St. Rank hold ASX as of Q2 2025.

  • Congress Wealth Management held 16,150 shares of ASE Group worth $167K as of Q2 2025.
  • Congress Wealth Management sold 11,299 ASE Group shares in Q2 2025, an estimated $105K.
  • ASE Group made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1148 holding.
  • Congress Wealth Management first reported a position in ASE Group in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's ASE Group position peaked at $263K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held ASE Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.