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Mitchell & Pahl Private Wealth’s ASE Group ASX Stock Holding History

Mitchell & Pahl 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 		$1.2M Sell
26,531
-250
-0.9% -$8.4K 0.44% 79
2026
Q1 		$581K Sell
26,781
-117
-0.4% -$2.46K 0.24% 122
2025
Q4 		$433K Sell
26,898
-53
-0.2% -$753 0.18% 133
2025
Q3 		$299K Sell
26,951
-575
-2% -$6.02K 0.13% 135
2025
Q2 		$284K Sell
27,526
-1,014
-4% -$9.46K 0.13% 138
2025
Q1 		$250K Sell
28,540
-33
-0.1% -$336 0.12% 141
2024
Q4 		$288K Sell
28,573
-1,652
-5% -$16.5K 0.13% 139
2024
Q3 		$295K Sell
30,225
-1,006
-3% -$10.2K 0.14% 139
2024
Q2 		$357K Sell
31,231
-88
-0.3% -$954 0.19% 129
2024
Q1 		$344K Sell
31,319
-3,102
-9% -$30.4K 0.18% 132
2023
Q4 		$324K Sell
34,421
-301
-0.9% -$2.5K 0.18% 132
2023
Q3 		$261K Sell
34,722
-1,443
-4% -$11.2K 0.16% 144
2023
Q2 		$282K Sell
36,165
-2,164
-6% -$16.6K 0.17% 140
2023
Q1 		$305K Sell
38,329
-1,474
-4% -$10.8K 0.19% 139
2022
Q4 		$250K Sell
39,803
-1,660
-4% -$9.72K 0.16% 144
2022
Q3 		$207K Sell
41,463
-4,122
-9% -$23.2K 0.15% 149
2022
Q2 		$236K Sell
45,585
-4,874
-10% -$32.5K 0.16% 150
2022
Q1 		$358K Sell
50,459
-1,322
-3% -$9.71K 0.23% 126
2021
Q4 		$404K Sell
51,781
-668
-1% -$4.91K 0.26% 116
2021
Q3 		$412K Sell
52,449
-47
-0.1% -$408 0.3% 103
2021
Q2 		$423K Sell
52,496
-3,178
-6% -$25.6K 0.3% 104
2021
Q1 		$429K Sell
55,674
-1,154
-2% -$8.62K 0.33% 93
2020
Q4 		$332K Buy
+56,828
New +$284K 0.28% 108

Other funds holding ASX

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mitchell & Pahl Private Wealth's ASX Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its ASE Group (ASX) stake by 0.93% in Q2 2026, selling an estimated $8.4K and leaving 26,531 shares worth $1.2M. The position accounts for 0.44% of the portfolio, ranked #79.

Mitchell & Pahl Private Wealth first reported a position in ASX in Q4 2020 and has held it in 23 quarters since. 68 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 26,531 shares of ASE Group worth $1.2M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 250 ASE Group shares in Q2 2026, an estimated $8.4K.
  • ASE Group made up 0.44% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #79 holding.
  • Mitchell & Pahl Private Wealth first reported a position in ASE Group in Q4 2020 and has held it in 23 quarters since.
  • 68 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.