NewEdge Wealth’s ASE Group ASX Stock Holding History

NewEdge 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 Q1	$810K	Sell	37,368 -6,401	-15%	-$135K	0.01%	676
2025 Q4	$705K	Buy	43,769 +6,682	+18%	+$95K	0.01%	724
2025 Q3	$587K	Buy	+37,087	New	+$388K	0.01%	708
2025 Q2	–	Sell	-19,546	Closed	-$171K	–	965
2025 Q1	$171K	Buy	19,546 +2,506	+15%	+$25.5K	﹤0.01%	905
2024 Q4	$172K	Sell	17,040 -193,414	-92%	-$1.93M	﹤0.01%	893
2024 Q3	$2.05M	Buy	210,454 +11,611	+6%	+$118K	0.04%	340
2024 Q2	$2.27M	Buy	198,843 +10,404	+6%	+$113K	0.05%	307
2024 Q1	$1.91M	Buy	+188,439	New	+$1.85M	0.04%	328

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

NewEdge Wealth's ASX Position: Q1 2026 in Review

NewEdge Wealth reduced its ASE Group (ASX) stake by 15% in Q1 2026, selling an estimated $135K and leaving 37,368 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #676.

NewEdge Wealth first reported a position in ASX in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q2 2024. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

NewEdge Wealth held 37,368 shares of ASE Group worth $810K as of Q1 2026.
NewEdge Wealth sold 6,401 ASE Group shares in Q1 2026, an estimated $135K.
ASE Group made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #676 holding.
NewEdge Wealth first reported a position in ASE Group in Q1 2024 and has held it in 8 quarters since.
NewEdge Wealth's ASE Group position peaked at $2.27M in Q2 2024.
369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.