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Root Financial Partners’s ASE Group ASX Stock Holding History

Root Financial Partners’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 		– Sell
-959
Closed -$20.8K – 616
2026
Q1 		$20.8K Buy
959
+266
+38% +$5.59K ﹤0.01% 1311
2025
Q4 		$11.2K Buy
693
+42
+6% +$597 ﹤0.01% 1457
2025
Q3 		$7.22K Buy
+651
New +$6.82K ﹤0.01% 1578

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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Root Financial Partners's ASX Position: Q2 2026 in Review

Root Financial Partners sold out of ASE Group (ASX) in Q2 2026, closing a stake of 959 shares — an estimated $20.8K sold.

Root Financial Partners first reported a position in ASX in Q3 2025 and held it in 3 quarters. The position peaked at $20.8K in Q1 2026. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Root Financial Partners reported no remaining ASE Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 959 ASE Group shares in Q2 2026, an estimated $20.8K.
  • Root Financial Partners first reported a position in ASE Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ASE Group position peaked at $20.8K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.