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Crestwood Advisors Group’s ASE Group ASX Stock Holding History

Crestwood Advisors Group’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 		$266K Buy
+12,279
New +$258K ﹤0.01% 633

Other funds holding ASX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Crestwood Advisors Group's ASX Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in ASE Group (ASX) in Q1 2026: 12,279 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Crestwood Advisors Group held 12,279 shares of ASE Group worth $266K as of Q1 2026.
  • ASE Group was a new Crestwood Advisors Group position in Q1 2026.
  • ASE Group made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #633 holding.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.