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Legacy Wealth Asset Management’s ASE Group ASX Stock Holding History

Legacy Wealth Asset 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 		$6.09M Sell
135,007
-25,596
-16% -$860K 1.34% 11
2026
Q1 		$3.48M Sell
160,603
-11,810
-7% -$248K 0.85% 14
2025
Q4 		$2.78M Sell
172,413
-78,049
-31% -$1.11M 0.68% 18
2025
Q3 		$2.78M Sell
250,462
-2,703
-1% -$28.3K 0.68% 19
2025
Q2 		$2.62M Sell
253,165
-8,042
-3% -$75K 0.66% 18
2025
Q1 		$2.29M Sell
261,207
-2,750
-1% -$28K 0.63% 28
2024
Q4 		$2.66M Sell
263,957
-4,254
-2% -$42.4K 0.72% 22
2024
Q3 		$2.62M Buy
268,211
+56,317
+27% +$572K 0.7% 21
2024
Q2 		$2.42M Sell
211,894
-30,187
-12% -$327K 0.68% 21
2024
Q1 		$2.66M Buy
242,081
+8,213
+4% +$80.6K 0.74% 18
2023
Q4 		$2.2M Sell
233,868
-51,037
-18% -$423K 0.72% 21
2023
Q3 		$2.14M Buy
284,905
+220,392
+342% +$1.71M 0.79% 16
2023
Q2 		$503K Buy
64,513
+420
+0.7% +$3.23K 0.18% 201
2023
Q1 		$511K Sell
64,093
-970
-1% -$7.09K 0.18% 186
2022
Q4 		$408K Sell
65,063
-151,250
-70% -$886K 0.16% 242
2022
Q3 		$1.08M Buy
216,313
+199,552
+1,191% +$1.12M 0.47% 63
2022
Q2 		$87K Buy
16,761
+687
+4% +$4.58K 0.04% 300
2022
Q1 		$114K Buy
16,074
+2,096
+15% +$15.4K 0.04% 308
2021
Q4 		$109K Buy
+13,978
New +$103K 0.04% 306

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

Legacy Wealth Asset Management's ASX Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its ASE Group (ASX) stake by 16% in Q2 2026, selling an estimated $860K and leaving 135,007 shares worth $6.09M. The position accounts for 1.34% of the portfolio, ranked #11.

Legacy Wealth Asset Management first reported a position in ASX in Q4 2021 and has held it in 19 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Legacy Wealth Asset Management held 135,007 shares of ASE Group worth $6.09M as of Q2 2026.
  • Legacy Wealth Asset Management sold 25,596 ASE Group shares in Q2 2026, an estimated $860K.
  • ASE Group made up 1.34% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #11 holding.
  • Legacy Wealth Asset Management first reported a position in ASE Group in Q4 2021 and has held it in 19 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.