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Journey Strategic Wealth’s ASE Group ASX Stock Holding History

Journey Strategic 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 		$241K Sell
11,139
-2,980
-21% -$62.7K 0.01% 671
2025
Q4 		$227K Sell
14,119
-1,841
-12% -$26.2K 0.01% 646
2025
Q3 		$177K Buy
15,960
+2,039
+15% +$21.3K 0.01% 685
2025
Q2 		$144K Buy
13,921
+2,464
+22% +$23K ﹤0.01% 638
2025
Q1 		$100K Buy
+11,457
New +$117K ﹤0.01% 491
2024
Q4 		– Sell
-10,187
Closed -$99.4K – 504
2024
Q3 		$99.4K Buy
+10,187
New +$103K ﹤0.01% 500

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

Journey Strategic Wealth's ASX Position: Q1 2026 in Review

Journey Strategic Wealth reduced its ASE Group (ASX) stake by 21% in Q1 2026, selling an estimated $62.7K and leaving 11,139 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #671.

Journey Strategic Wealth first reported a position in ASX in Q3 2024 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Journey Strategic Wealth held 11,139 shares of ASE Group worth $241K as of Q1 2026.
  • Journey Strategic Wealth sold 2,980 ASE Group shares in Q1 2026, an estimated $62.7K.
  • ASE Group made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #671 holding.
  • Journey Strategic Wealth first reported a position in ASE Group in Q3 2024 and has held it in 6 quarters since.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.