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Global Retirement Partners’s ASE Group ASX Stock Holding History

Global Retirement Partners’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 		$2.73M Buy
+60,601
New +$2.04M 0.04% 393
2025
Q4 		$1.14M Buy
70,865
+64,944
+1,097% +$923K 0.02% 616
2025
Q3 		$65.7K Buy
5,921
+823
+16% +$8.62K ﹤0.01% 1744
2025
Q2 		$52.7K Buy
+5,098
New +$47.6K ﹤0.01% 1744
2024
Q4 		$42K Sell
4,167
-9,955
-70% -$99.2K ﹤0.01% 1703
2024
Q3 		$138K Sell
14,122
-2,094
-13% -$21.3K ﹤0.01% 1078
2024
Q2 		$185K Buy
16,216
+10,583
+188% +$115K 0.01% 915
2024
Q1 		$61.9K Sell
5,633
-400
-7% -$3.92K ﹤0.01% 1315
2023
Q4 		$52.6K Sell
6,033
-570
-9% -$4.72K ﹤0.01% 1340
2023
Q3 		$49.7K Hold
6,603
– – ﹤0.01% 1275
2023
Q2 		$51.4K Sell
6,603
-1,911
-22% -$14.7K ﹤0.01% 1259
2023
Q1 		$58.2K Buy
8,514
+2,575
+43% +$18.8K ﹤0.01% 1174
2022
Q4 		$37.2K Sell
5,939
-78
-1% -$457 ﹤0.01% 1230
2022
Q3 		$31K Buy
6,017
+1,925
+47% +$10.8K ﹤0.01% 1189
2022
Q2 		$21K Buy
4,092
+1,310
+47% +$8.73K ﹤0.01% 1332
2022
Q1 		$18K Buy
+2,782
New +$20.4K ﹤0.01% 1380
2021
Q4 		– Sell
-653
Closed -$5K – 345
2021
Q3 		$5K Sell
653
-109
-14% -$947 ﹤0.01% 1595
2021
Q2 		$6K Buy
762
+11
+1% +$88 ﹤0.01% 1508
2021
Q1 		$6K Buy
751
+269
+56% +$2.01K ﹤0.01% 1410
2020
Q4 		$3K Buy
482
+77
+19% +$384 ﹤0.01% 1522
2020
Q3 		$2K Hold
405
– – ﹤0.01% 1459
2020
Q2 		$2K Buy
+405
New +$1.73K ﹤0.01% 1434

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

Global Retirement Partners's ASX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ASE Group (ASX) in Q2 2026: 60,601 shares worth $2.73M. The stake represents 0.04% of the portfolio and ranks #393 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ASX as recently as Q4 2025.

Global Retirement Partners first reported a position in ASX in Q2 2020 and has held it in 22 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Global Retirement Partners held 60,601 shares of ASE Group worth $2.73M as of Q2 2026.
  • ASE Group was a new Global Retirement Partners position in Q2 2026.
  • ASE Group made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #393 holding.
  • Global Retirement Partners first reported a position in ASE Group in Q2 2020 and has held it in 22 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.