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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

EP Wealth Advisors's ASX Position: Q1 2026 in Review

EP Wealth Advisors reduced its ASE Group (ASX) stake by 10% in Q1 2026, selling an estimated $30.1K and leaving 12,884 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

EP Wealth Advisors first reported a position in ASX in Q3 2021 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • EP Wealth Advisors held 12,884 shares of ASE Group worth $279K as of Q1 2026.
  • EP Wealth Advisors sold 1,430 ASE Group shares in Q1 2026, an estimated $30.1K.
  • ASE Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1210 holding.
  • EP Wealth Advisors first reported a position in ASE Group in Q3 2021 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.