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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
2026
Q2 		$316K Buy
+7,005
New +$235K 0.01% 481
2026
Q1 		– Sell
-132,001
Closed -$2.13M – 712
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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

SageView Advisory Group's ASX Position: Q2 2026 in Review

SageView Advisory Group opened a new position in ASE Group (ASX) in Q2 2026: 7,005 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in ASX as recently as Q4 2025.

SageView Advisory Group first reported a position in ASX in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.13M in Q4 2025. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • SageView Advisory Group held 7,005 shares of ASE Group worth $316K as of Q2 2026.
  • ASE Group was a new SageView Advisory Group position in Q2 2026.
  • ASE Group made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #481 holding.
  • SageView Advisory Group first reported a position in ASE Group in Q3 2025 and has held it in 3 quarters since.
  • SageView Advisory Group's ASE Group position peaked at $2.13M in Q4 2025.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.