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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Medallion Wealth Advisors's ASX Position: Q1 2026 in Review

Medallion Wealth Advisors held its ASE Group (ASX) position steady in Q1 2026 at 592 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Medallion Wealth Advisors first reported a position in ASX in Q4 2024 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

Medallion Wealth Advisors held 592 shares of ASE Group worth $12.8K as of Q1 2026.
Medallion Wealth Advisors left its ASE Group share count unchanged in Q1 2026.
ASE Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #729 holding.
Medallion Wealth Advisors first reported a position in ASE Group in Q4 2024 and has held it in 6 quarters since.
370 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.