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
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 $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

Focus Partners Wealth's ASX Position: Q1 2026 in Review

Focus Partners Wealth increased its ASE Group (ASX) stake by 1.5% in Q1 2026, buying an estimated $11.7K and bringing the position to 36,429 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Focus Partners Wealth first reported a position in ASX in Q3 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Focus Partners Wealth held 36,429 shares of ASE Group worth $879K as of Q1 2026.
  • Focus Partners Wealth bought 556 ASE Group shares in Q1 2026, an estimated $11.7K.
  • ASE Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1679 holding.
  • Focus Partners Wealth first reported a position in ASE Group in Q3 2024 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.