MWM
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Moran Wealth Management’s ASE Group ASX Stock Holding History

Moran Wealth 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 		$13.6M Sell
301,766
-85,345
-22% -$2.87M 0.37% 88
2026
Q1 		$8.39M Buy
387,111
+7,330
+2% +$154K 0.26% 133
2025
Q4 		$6.11M Sell
379,781
-195,611
-34% -$2.78M 0.19% 163
2025
Q3 		$6.38M Buy
575,392
+12,221
+2% +$128K 0.19% 142
2025
Q2 		$5.82M Buy
563,171
+23,598
+4% +$220K 0.18% 160
2025
Q1 		$4.73M Buy
539,573
+17,334
+3% +$176K 0.16% 183
2024
Q4 		$5.26M Buy
522,239
+173,937
+50% +$1.73M 0.17% 161
2024
Q3 		$3.4M Buy
348,302
+585
+0.2% +$5.94K 0.1% 214
2024
Q2 		$3.97M Sell
347,717
-194,029
-36% -$2.1M 0.13% 189
2024
Q1 		$5.95M Sell
541,746
-26,271
-5% -$258K 0.19% 148
2023
Q4 		$5.35M Buy
+568,017
New +$4.71M 0.19% 153

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

Moran Wealth Management's ASX Position: Q2 2026 in Review

Moran Wealth Management reduced its ASE Group (ASX) stake by 22% in Q2 2026, selling an estimated $2.87M and leaving 301,766 shares worth $13.6M. The position accounts for 0.37% of the portfolio, ranked #88.

Moran Wealth Management first reported a position in ASX in Q4 2023 and has held it in 11 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Moran Wealth Management held 301,766 shares of ASE Group worth $13.6M as of Q2 2026.
  • Moran Wealth Management sold 85,345 ASE Group shares in Q2 2026, an estimated $2.87M.
  • ASE Group made up 0.37% of Moran Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Moran Wealth Management first reported a position in ASE Group in Q4 2023 and has held it in 11 quarters since.
  • 487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

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