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MASECO Private Wealth’s ASE Group ASX Stock Holding History

MASECO Private 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
Q2 		– Sell
-994
Closed -$21.6K – 306
2026
Q1 		$21.6K Hold
994
– – ﹤0.01% 191
2025
Q4 		$16K Hold
994
– – ﹤0.01% 284
2025
Q3 		$11K Hold
994
– – ﹤0.01% 172
2025
Q2 		$10.3K Buy
+994
New +$9.28K ﹤0.01% 331

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

MASECO Private Wealth's ASX Position: Q2 2026 in Review

MASECO Private Wealth sold out of ASE Group (ASX) in Q2 2026, closing a stake of 994 shares — an estimated $21.6K sold.

MASECO Private Wealth first reported a position in ASX in Q2 2025 and held it in 4 quarters. The position peaked at $21.6K in Q1 2026. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • MASECO Private Wealth reported no remaining ASE Group position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 994 ASE Group shares in Q2 2026, an estimated $21.6K.
  • MASECO Private Wealth first reported a position in ASE Group in Q2 2025 and held it in 4 quarters.
  • MASECO Private Wealth's ASE Group position peaked at $21.6K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.