EWM
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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
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

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Empirical Wealth Management reduced its ASE Group (ASX) stake by 17% in Q2 2026, selling an estimated $297K and leaving 42,119 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #282.

Empirical Wealth Management first reported a position in ASX in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Empirical Wealth Management held 42,119 shares of ASE Group worth $1.9M as of Q2 2026.
  • Empirical Wealth Management sold 8,833 ASE Group shares in Q2 2026, an estimated $297K.
  • ASE Group made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Empirical Wealth Management first reported a position in ASE Group in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.