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Medallion Wealth Advisors’s ASE Group ASX Stock Holding History

Medallion Wealth Advisors’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 		$26.7K Hold
592
– – 0.01% 589
2026
Q1 		$12.8K Hold
592
– – ﹤0.01% 729
2025
Q4 		$9.53K Hold
592
– – ﹤0.01% 752
2025
Q3 		$6.57K Hold
592
– – ﹤0.01% 824
2025
Q2 		$6.07K Hold
592
– – ﹤0.01% 805
2025
Q1 		$5.32K Hold
592
– – ﹤0.01% 782
2024
Q4 		$5.96K Buy
+592
New +$5.9K ﹤0.01% 730

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

Medallion Wealth Advisors's ASX Position: Q2 2026 in Review

Medallion Wealth Advisors held its ASE Group (ASX) position steady in Q2 2026 at 592 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #589.

Medallion Wealth Advisors first reported a position in ASX in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Medallion Wealth Advisors held 592 shares of ASE Group worth $26.7K as of Q2 2026.
  • Medallion Wealth Advisors left its ASE Group share count unchanged in Q2 2026.
  • ASE Group made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #589 holding.
  • Medallion Wealth Advisors first reported a position in ASE Group in Q4 2024 and has held it in 7 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.