Physician Wealth Advisors
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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
Q3 		$20.9K Buy
469
+20
+4% +$783 ﹤0.01% 676
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 +$1.24K ﹤0.01% 903

Other funds holding ASX

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TT International Asset Management
TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return

Physician Wealth Advisors's ASX Position: Q3 2026 in Review

Physician Wealth Advisors increased its ASE Group (ASX) stake by 4.5% in Q3 2026, buying an estimated $783 and bringing the position to 469 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Physician Wealth Advisors first reported a position in ASX in Q4 2024 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Physician Wealth Advisors held 469 shares of ASE Group worth $20.9K as of Q3 2026.
  • Physician Wealth Advisors bought 20 ASE Group shares in Q3 2026, an estimated $783.
  • ASE Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #676 holding.
  • Physician Wealth Advisors first reported a position in ASE Group in Q4 2024 and has held it in 8 quarters since.
  • 267 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.