Fortitude Advisory Group’s ASE Group ASX Stock Holding History

Fortitude Advisory Group’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	$749K	Sell	16,593 -16,002	-49%	-$537K	0.29%	80
2026 Q1	$707K	Buy	32,595 +2,120	+7%	+$44.6K	0.32%	68
2025 Q4	$491K	Buy	30,475 +205	+0.7%	+$2.91K	0.21%	81
2025 Q3	$336K	Buy	30,270 +5,282	+21%	+$55.3K	0.18%	124
2025 Q2	$258K	Buy	+24,988	New	+$233K	0.15%	163
2022 Q2	–	Sell	-491	Closed	-$3K	–	278
2022 Q1	$3K	Hold	491	–	–	﹤0.01%	1249
2021 Q4	$4K	Buy	+491	New	+$3.61K	﹤0.01%	1222

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fortitude Advisory Group's ASX Position: Q2 2026 in Review

Fortitude Advisory Group reduced its ASE Group (ASX) stake by 49% in Q2 2026, selling an estimated $537K and leaving 16,593 shares worth $749K. The position accounts for 0.29% of the portfolio, ranked #80.

Fortitude Advisory Group first reported a position in ASX in Q4 2021 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Fortitude Advisory Group held 16,593 shares of ASE Group worth $749K as of Q2 2026.
Fortitude Advisory Group sold 16,002 ASE Group shares in Q2 2026, an estimated $537K.
ASE Group made up 0.29% of Fortitude Advisory Group's portfolio in Q2 2026, its #80 holding.
Fortitude Advisory Group first reported a position in ASE Group in Q4 2021 and has held it in 7 quarters since.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.