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HB Wealth Management’s ASE Group ASX Stock Holding History

HB Wealth Management’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 		$1.35M Buy
30,010
+2,605
+10% +$87.5K 0.01% 616
2026
Q1 		$594K Buy
27,405
+3,780
+16% +$79.5K ﹤0.01% 894
2025
Q4 		$380K Buy
23,625
+3,988
+20% +$56.7K ﹤0.01% 1021
2025
Q3 		$218K Buy
19,637
+5,143
+35% +$53.8K ﹤0.01% 1236
2025
Q2 		$150K Buy
14,494
+1,291
+10% +$12K ﹤0.01% 1126
2025
Q1 		$116K Buy
13,203
+2,741
+26% +$27.9K ﹤0.01% 1169
2024
Q4 		$105K Sell
10,462
-12
-0.1% -$120 ﹤0.01% 1024
2024
Q3 		$102K Buy
+10,474
New +$106K ﹤0.01% 928

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

HB Wealth Management's ASX Position: Q2 2026 in Review

HB Wealth Management increased its ASE Group (ASX) stake by 9.5% in Q2 2026, buying an estimated $87.5K and bringing the position to 30,010 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #616.

HB Wealth Management first reported a position in ASX in Q3 2024 and has held it in 8 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • HB Wealth Management held 30,010 shares of ASE Group worth $1.35M as of Q2 2026.
  • HB Wealth Management bought 2,605 ASE Group shares in Q2 2026, an estimated $87.5K.
  • ASE Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #616 holding.
  • HB Wealth Management first reported a position in ASE Group in Q3 2024 and has held it in 8 quarters since.
  • 487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.