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Diversify Wealth Management’s ASE Group ASX Stock Holding History

Diversify 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
2026
Q2 		$306K Sell
8,370
-939
-10% -$31.5K 0.01% 1045
2026
Q1 		$285K Buy
+9,309
New +$196K 0.01% 981
2024
Q4 		– Sell
-68,160
Closed -$691K – 515
2024
Q3 		$691K Buy
68,160
+6,207
+10% +$63K 0.07% 246
2024
Q2 		$533K Buy
+61,953
New +$672K 0.07% 259

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

Diversify Wealth Management's ASX Position: Q2 2026 in Review

Diversify Wealth Management reduced its ASE Group (ASX) stake by 10% in Q2 2026, selling an estimated $31.5K and leaving 8,370 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #1045.

Diversify Wealth Management first reported a position in ASX in Q2 2024 and has held it in 4 quarters since. The position peaked at $691K in Q3 2024. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Diversify Wealth Management held 8,370 shares of ASE Group worth $306K as of Q2 2026.
  • Diversify Wealth Management sold 939 ASE Group shares in Q2 2026, an estimated $31.5K.
  • ASE Group made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • Diversify Wealth Management first reported a position in ASE Group in Q2 2024 and has held it in 4 quarters since.
  • Diversify Wealth Management's ASE Group position peaked at $691K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.