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EP Wealth Advisors’s ASE Group ASX Stock Holding History

EP Wealth Advisors’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 		$2.75M Buy
60,932
+48,048
+373% +$1.61M 0.01% 504
2026
Q1 		$279K Sell
12,884
-1,430
-10% -$30.1K ﹤0.01% 1210
2025
Q4 		$230K Buy
+14,314
New +$203K ﹤0.01% 1301
2021
Q4 		– Sell
-10,077
Closed -$79K – 546
2021
Q3 		$79K Buy
+10,077
New +$87.6K ﹤0.01% 523

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

EP Wealth Advisors's ASX Position: Q2 2026 in Review

EP Wealth Advisors increased its ASE Group (ASX) stake by 373% in Q2 2026, buying an estimated $1.61M and bringing the position to 60,932 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #504.

EP Wealth Advisors first reported a position in ASX in Q3 2021 and has held it in 4 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • EP Wealth Advisors held 60,932 shares of ASE Group worth $2.75M as of Q2 2026.
  • EP Wealth Advisors bought 48,048 ASE Group shares in Q2 2026, an estimated $1.61M.
  • ASE Group made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #504 holding.
  • EP Wealth Advisors first reported a position in ASE Group in Q3 2021 and has held it in 4 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.