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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
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

Moran Wealth Management's ASX Position: Q1 2026 in Review

Moran Wealth Management increased its ASE Group (ASX) stake by 1.9% in Q1 2026, buying an estimated $154K and bringing the position to 387,111 shares worth $8.39M. The position accounts for 0.26% of the portfolio, ranked #133.

Moran Wealth Management first reported a position in ASX in Q4 2023 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Moran Wealth Management held 387,111 shares of ASE Group worth $8.39M as of Q1 2026.
  • Moran Wealth Management bought 7,330 ASE Group shares in Q1 2026, an estimated $154K.
  • ASE Group made up 0.26% of Moran Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Moran Wealth Management first reported a position in ASE Group in Q4 2023 and has held it in 10 quarters since.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.