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Laurel Oak Wealth Management’s ASE Group ASX Stock Holding History

Laurel Oak 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
Q1 		– Sell
-11,403
Closed -$184K – 363
2025
Q4 		$184K Buy
+11,403
New +$162K 0.03% 352

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Laurel Oak Wealth Management's ASX Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of ASE Group (ASX) in Q1 2026, closing a stake of 11,403 shares — an estimated $184K sold.

Laurel Oak Wealth Management first reported a position in ASX in Q4 2025 and held it in 1 quarter. The position peaked at $184K in Q4 2025. 372 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Laurel Oak Wealth Management reported no remaining ASE Group position as of Q1 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 11,403 ASE Group shares in Q1 2026, an estimated $184K.
  • Laurel Oak Wealth Management first reported a position in ASE Group in Q4 2025 and held it in 1 quarter.
  • Laurel Oak Wealth Management's ASE Group position peaked at $184K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.