Orion Portfolio Solutions’s ASE Group ASX Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.26M	Sell	143,445 -41,583	-22%	-$423K	0.01%	959
2024 Q4	$1.86M	Buy	185,028 +45,883	+33%	+$457K	0.02%	742
2024 Q3	$1.36M	Buy	139,145 +12,780	+10%	+$130K	0.01%	889
2024 Q2	$1.44M	Sell	126,365 -35,236	-22%	-$382K	0.02%	800
2024 Q1	$1.78M	Sell	161,601 -777	-0.5%	-$7.62K	0.02%	715
2023 Q4	$1.43M	Buy	162,378 +78,951	+95%	+$654K	0.02%	785
2023 Q3	$627K	Sell	83,427 -1,625	-2%	-$12.6K	0.01%	1123
2023 Q2	$663K	Sell	85,052 -78,941	-48%	-$607K	0.01%	1106
2023 Q1	$1.31M	Buy	+163,993	New	+$1.2M	0.02%	766

Other funds holding ASX

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Orion Portfolio Solutions's ASX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its ASE Group (ASX) stake by 22% in Q1 2025, selling an estimated $423K and leaving 143,445 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #959.

Orion Portfolio Solutions first reported a position in ASX in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.86M in Q4 2024. 291 funds tracked by Wall St. Rank hold ASX as of Q1 2025.

Orion Portfolio Solutions held 143,445 shares of ASE Group worth $1.26M as of Q1 2025.
Orion Portfolio Solutions sold 41,583 ASE Group shares in Q1 2025, an estimated $423K.
ASE Group made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #959 holding.
Orion Portfolio Solutions first reported a position in ASE Group in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's ASE Group position peaked at $1.86M in Q4 2024.
291 funds tracked by Wall St. Rank held ASE Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.