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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
Q2 		$665K Buy
14,746
+2,467
+20% +$82.8K 0.01% 399
2026
Q1 		$266K Buy
+12,279
New +$258K ﹤0.01% 633

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

Crestwood Advisors Group's ASX Position: Q2 2026 in Review

Crestwood Advisors Group increased its ASE Group (ASX) stake by 20% in Q2 2026, buying an estimated $82.8K and bringing the position to 14,746 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #399.

Crestwood Advisors Group first reported a position in ASX in Q1 2026 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Crestwood Advisors Group held 14,746 shares of ASE Group worth $665K as of Q2 2026.
  • Crestwood Advisors Group bought 2,467 ASE Group shares in Q2 2026, an estimated $82.8K.
  • ASE Group made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #399 holding.
  • Crestwood Advisors Group first reported a position in ASE Group in Q1 2026 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.