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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
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 $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

Diversify Wealth Management's ASX Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in ASE Group (ASX) in Q1 2026: 9,309 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in ASX as recently as Q3 2024.

Diversify Wealth Management first reported a position in ASX in Q2 2024 and has held it in 3 quarters since. The position peaked at $691K in Q3 2024. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Diversify Wealth Management held 9,309 shares of ASE Group worth $285K as of Q1 2026.
  • ASE Group was a new Diversify Wealth Management position in Q1 2026.
  • ASE Group made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #981 holding.
  • Diversify Wealth Management first reported a position in ASE Group in Q2 2024 and has held it in 3 quarters since.
  • Diversify Wealth Management's ASE Group position peaked at $691K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.