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SageView Advisory Group’s ASE Group ASX Stock Holding History

SageView Advisory Group’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
2025
Q4 		$2.13M Sell
132,001
-6,814
-5% -$96.8K 0.07% 148
2025
Q3 		$1.54M Buy
+138,815
New +$1.45M 0.05% 198

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SageView Advisory Group's ASX Position: Q4 2025 in Review

SageView Advisory Group reduced its ASE Group (ASX) stake by 4.9% in Q4 2025, selling an estimated $96.8K and leaving 132,001 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #148.

SageView Advisory Group first reported a position in ASX in Q3 2025 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold ASX as of Q4 2025.

  • SageView Advisory Group held 132,001 shares of ASE Group worth $2.13M as of Q4 2025.
  • SageView Advisory Group sold 6,814 ASE Group shares in Q4 2025, an estimated $96.8K.
  • ASE Group made up 0.07% of SageView Advisory Group's portfolio in Q4 2025, its #148 holding.
  • SageView Advisory Group first reported a position in ASE Group in Q3 2025 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held ASE Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.