Drive Wealth Management’s ASE Group ASX Stock Holding History

Drive 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	$282K	Sell	12,996 -2,094	-14%	-$44K	0.06%	270
2025 Q4	$243K	Buy	15,090 +122	+0.8%	+$1.73K	0.05%	314
2025 Q3	$166K	Buy	14,968 +179	+1%	+$1.87K	0.04%	346
2025 Q2	$153K	Sell	14,789 -583	-4%	-$5.44K	0.03%	330
2025 Q1	$135K	Sell	15,372 -370	-2%	-$3.76K	0.03%	310
2024 Q4	$159K	Buy	15,742 +299	+2%	+$2.98K	0.04%	321
2024 Q3	$151K	Sell	15,443 -234	-1%	-$2.38K	0.04%	300
2024 Q2	$179K	Buy	15,677 +184	+1%	+$2K	0.05%	292
2024 Q1	$170K	Sell	15,493 -1,628	-10%	-$16K	0.05%	294
2023 Q4	$161K	Buy	17,121 +461	+3%	+$3.82K	0.05%	279
2023 Q3	$125K	Buy	16,660 +1,471	+10%	+$11.4K	0.05%	256
2023 Q2	$127K	Buy	15,189 +1,315	+9%	+$10.1K	0.05%	264
2023 Q1	$111K	Sell	13,874 -246	-2%	-$1.8K	0.05%	276
2022 Q4	$88.5K	Buy	14,120 +2,756	+24%	+$16.1K	0.04%	238
2022 Q3	$57K	Buy	+11,364	New	+$64K	0.05%	155

Other funds holding ASX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B 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

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return