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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
Q2 		$606K Buy
13,435
+439
+3% +$14.7K 0.11% 149
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
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

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

Drive Wealth Management increased its ASE Group (ASX) stake by 3.4% in Q2 2026, buying an estimated $14.7K and bringing the position to 13,435 shares worth $606K. The position accounts for 0.11% of the portfolio, ranked #149.

Drive Wealth Management first reported a position in ASX in Q3 2022 and has held it in 16 quarters since. 485 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Drive Wealth Management held 13,435 shares of ASE Group worth $606K as of Q2 2026.
  • Drive Wealth Management bought 439 ASE Group shares in Q2 2026, an estimated $14.7K.
  • ASE Group made up 0.11% of Drive Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Drive Wealth Management first reported a position in ASE Group in Q3 2022 and has held it in 16 quarters since.
  • 485 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.