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Physician Wealth Advisors’s ASE Group ASX Stock Holding History

Physician Wealth Advisors’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 		$20.3K Sell
449
-73
-14% -$2.45K ﹤0.01% 658
2026
Q1 		$11.3K Buy
522
+64
+14% +$1.35K ﹤0.01% 765
2025
Q4 		$7.37K Buy
458
+79
+21% +$1.12K ﹤0.01% 864
2025
Q3 		$4.2K Buy
379
+186
+96% +$1.95K ﹤0.01% 974
2025
Q2 		$1.99K Buy
193
+117
+154% +$1.09K ﹤0.01% 1045
2025
Q1 		$666 Sell
76
-49
-39% -$498 ﹤0.01% 1296
2024
Q4 		$1.26K Buy
+125
New +$1.25K ﹤0.01% 903

Other funds holding ASX

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
DCM
Dilation Capital Management New York $248M AUM 139.13% 1-Year Est. Return

Physician Wealth Advisors's ASX Position: Q2 2026 in Review

Physician Wealth Advisors reduced its ASE Group (ASX) stake by 14% in Q2 2026, selling an estimated $2.45K and leaving 449 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Physician Wealth Advisors first reported a position in ASX in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Physician Wealth Advisors held 449 shares of ASE Group worth $20.3K as of Q2 2026.
  • Physician Wealth Advisors sold 73 ASE Group shares in Q2 2026, an estimated $2.45K.
  • ASE Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #658 holding.
  • Physician Wealth Advisors first reported a position in ASE Group in Q4 2024 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.