Dogwood Wealth Management’s ASE Group ASX Stock Holding History

Dogwood 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	$5.68K	Hold	126	–	–	﹤0.01%	486
2026 Q1	$2.73K	Buy	+126	New	+$2.65K	﹤0.01%	586

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Dogwood Wealth Management held its ASE Group (ASX) position steady in Q2 2026 at 126 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Dogwood Wealth Management first reported a position in ASX in Q1 2026 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Dogwood Wealth Management held 126 shares of ASE Group worth $5.68K as of Q2 2026.
Dogwood Wealth Management left its ASE Group share count unchanged in Q2 2026.
ASE Group made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #486 holding.
Dogwood Wealth Management first reported a position in ASE Group in Q1 2026 and has held it in 2 quarters since.
487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.