Empirical Wealth Management
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Empirical Wealth Management’s ASE Group ASX Stock Holding History

Empirical 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
Q3 		$2.59M Buy
58,296
+16,177
+38% +$634K 0.04% 252
2026
Q2 		$1.9M Sell
42,119
-8,833
-17% -$297K 0.03% 282
2026
Q1 		$1.1M Buy
50,952
+10,198
+25% +$214K 0.02% 332
2025
Q4 		$656K Buy
40,754
+29,831
+273% +$424K 0.01% 431
2025
Q3 		$121K Buy
+10,923
New +$114K ﹤0.01% 777

Other funds holding ASX

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TT International Asset Management
TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return

Empirical Wealth Management's ASX Position: Q3 2026 in Review

Empirical Wealth Management increased its ASE Group (ASX) stake by 38% in Q3 2026, buying an estimated $634K and bringing the position to 58,296 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #252.

Empirical Wealth Management first reported a position in ASX in Q3 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Empirical Wealth Management held 58,296 shares of ASE Group worth $2.59M as of Q3 2026.
  • Empirical Wealth Management bought 16,177 ASE Group shares in Q3 2026, an estimated $634K.
  • ASE Group made up 0.04% of Empirical Wealth Management's portfolio in Q3 2026, its #252 holding.
  • Empirical Wealth Management first reported a position in ASE Group in Q3 2025 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.