Ritholtz Wealth Management’s ASE Group ASX Stock Holding History

Ritholtz 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 Q1	$1.48M	Buy	68,142 +25,189	+59%	+$530K	0.03%	452
2025 Q4	$692K	Buy	42,953 +1,046	+2%	+$14.9K	0.01%	616
2025 Q3	$465K	Sell	41,907 -3,715	-8%	-$38.9K	0.01%	705
2025 Q2	$471K	Sell	45,622 -82,996	-65%	-$774K	0.01%	661
2025 Q1	$1.13M	Sell	128,618 -51,674	-29%	-$525K	0.03%	373
2024 Q4	$1.82M	Sell	180,292 -14,079	-7%	-$140K	0.05%	252
2024 Q3	$1.9M	Sell	194,371 -16,785	-8%	-$170K	0.06%	244
2024 Q2	$2.41M	Buy	211,156 +11,125	+6%	+$121K	0.08%	167
2024 Q1	$2.2M	Buy	200,031 +30,784	+18%	+$302K	0.08%	181
2023 Q4	$1.59M	Buy	169,247 +62,790	+59%	+$520K	0.06%	206
2023 Q3	$801K	Buy	106,457 +25,747	+32%	+$200K	0.04%	337
2023 Q2	$629K	Sell	80,710 -8,958	-10%	-$68.9K	0.03%	380
2023 Q1	$715K	Buy	89,668 +76,364	+574%	+$558K	0.04%	337
2022 Q4	$83.4K	Buy	+13,304	New	+$77.9K	﹤0.01%	560

Other funds holding ASX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Acadian Asset Management

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

Bank of America

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 $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return