Focus Partners Wealth
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Focus Partners Wealth’s ASE Group ASX Stock Holding History

Focus Partners Wealth’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 		$1.63M Sell
36,152
-277
-0.8% -$9.3K ﹤0.01% 1425
2026
Q1 		$879K Buy
36,429
+556
+2% +$11.7K ﹤0.01% 1679
2025
Q4 		$578K Buy
35,873
+14,931
+71% +$212K ﹤0.01% 1894
2025
Q3 		$241K Buy
20,942
+5,198
+33% +$54.4K ﹤0.01% 1955
2025
Q2 		$163K Buy
15,744
+779
+5% +$7.27K ﹤0.01% 1901
2025
Q1 		$131K Sell
14,965
-2,437
-14% -$24.8K ﹤0.01% 1797
2024
Q4 		$175K Sell
17,402
-2,406
-12% -$24K ﹤0.01% 1751
2024
Q3 		$193K Buy
+19,808
New +$201K ﹤0.01% 1467

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

Focus Partners Wealth's ASX Position: Q2 2026 in Review

Focus Partners Wealth reduced its ASE Group (ASX) stake by 0.76% in Q2 2026, selling an estimated $9.3K and leaving 36,152 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Focus Partners Wealth first reported a position in ASX in Q3 2024 and has held it in 8 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Focus Partners Wealth held 36,152 shares of ASE Group worth $1.63M as of Q2 2026.
  • Focus Partners Wealth sold 277 ASE Group shares in Q2 2026, an estimated $9.3K.
  • ASE Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1425 holding.
  • Focus Partners Wealth first reported a position in ASE Group in Q3 2024 and has held it in 8 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

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