Perigon Wealth Management’s ASE Group ASX Stock Holding History

Perigon 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	$337K	Buy	+7,464	New	+$251K	0.01%	1052
2025 Q1	–	Sell	-10,691	Closed	-$112K	–	1035
2024 Q4	$112K	Buy	10,691 +675	+7%	+$6.72K	﹤0.01%	1020
2024 Q3	$97.8K	Sell	10,016 -74	-0.7%	-$752	﹤0.01%	971
2024 Q2	$115K	Buy	+10,090	New	+$109K	﹤0.01%	840
2023 Q4	–	Sell	-13,915	Closed	-$105K	–	837
2023 Q3	$105K	Buy	13,915 +652	+5%	+$5.07K	﹤0.01%	757
2023 Q2	$103K	Buy	+13,263	New	+$102K	﹤0.01%	753
2017 Q1	–	Sell	-1,260	Closed	-$8K	–	615
2016 Q4	$8K	Hold	1,260	–	–	﹤0.01%	583
2016 Q3	$7K	Buy	+1,260	New	+$7.42K	﹤0.01%	515

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Perigon Wealth Management opened a new position in ASE Group (ASX) in Q2 2026: 7,464 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in ASX as recently as Q4 2024.

Perigon Wealth Management first reported a position in ASX in Q3 2016 and has held it in 8 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Perigon Wealth Management held 7,464 shares of ASE Group worth $337K as of Q2 2026.
ASE Group was a new Perigon Wealth Management position in Q2 2026.
ASE Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1052 holding.
Perigon Wealth Management first reported a position in ASE Group in Q3 2016 and has held it in 8 quarters since.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.