GoalVest Advisory’s ASE Group ASX Stock Holding History

GoalVest Advisory’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	$7.99K	Hold	177	–	–	﹤0.01%	356
2026 Q1	$3.84K	Buy	+177	New	+$3.72K	﹤0.01%	407

Other funds holding ASX

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

GoalVest Advisory's ASX Position: Q2 2026 in Review

GoalVest Advisory held its ASE Group (ASX) position steady in Q2 2026 at 177 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

GoalVest Advisory first reported a position in ASX in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

GoalVest Advisory held 177 shares of ASE Group worth $7.99K as of Q2 2026.
GoalVest Advisory left its ASE Group share count unchanged in Q2 2026.
ASE Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #356 holding.
GoalVest Advisory first reported a position in ASE Group in Q1 2026 and has held it in 2 quarters since.
77 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.