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Sequoia Financial Advisors’s ASE Group ASX Stock Holding History

Sequoia Financial 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
Q2 		$5.91M Sell
130,999
-10,150
-7% -$341K 0.03% 323
2026
Q1 		$3.06M Buy
141,149
+2,525
+2% +$53.1K 0.02% 454
2025
Q4 		$2.23M Buy
138,624
+5,710
+4% +$81.2K 0.01% 537
2025
Q3 		$1.47M Buy
132,914
+5,240
+4% +$54.9K 0.01% 627
2025
Q2 		$1.32M Buy
127,674
+26,091
+26% +$243K 0.01% 594
2025
Q1 		$890K Buy
101,583
+4,737
+5% +$48.2K 0.01% 662
2024
Q4 		$975K Buy
96,846
+3,179
+3% +$31.7K 0.01% 586
2024
Q3 		$914K Sell
93,667
-3,143
-3% -$31.9K 0.01% 572
2024
Q2 		$1.11M Buy
96,810
+341
+0.4% +$3.7K 0.01% 465
2024
Q1 		$1.06M Sell
96,469
-3,141
-3% -$30.8K 0.01% 458
2023
Q4 		$937K Sell
99,610
-2,803
-3% -$23.2K 0.01% 541
2023
Q3 		$770K Buy
102,413
+2,147
+2% +$16.7K 0.01% 400
2023
Q2 		$781K Buy
100,266
+6,020
+6% +$46.3K 0.01% 399
2023
Q1 		$751K Buy
94,246
+8,145
+9% +$59.5K 0.02% 368
2022
Q4 		$540K Buy
86,101
+39,599
+85% +$232K 0.01% 411
2022
Q3 		$232K Sell
46,502
-7,743
-14% -$43.6K 0.01% 452
2022
Q2 		$280K Buy
54,245
+593
+1% +$3.95K 0.01% 456
2022
Q1 		$380K Buy
53,652
+22,058
+70% +$162K 0.01% 431
2021
Q4 		$247K Buy
+31,594
New +$232K 0.01% 494

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

Sequoia Financial Advisors's ASX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its ASE Group (ASX) stake by 7.2% in Q2 2026, selling an estimated $341K and leaving 130,999 shares worth $5.91M. The position accounts for 0.03% of the portfolio, ranked #323.

Sequoia Financial Advisors first reported a position in ASX in Q4 2021 and has held it in 19 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Sequoia Financial Advisors held 130,999 shares of ASE Group worth $5.91M as of Q2 2026.
  • Sequoia Financial Advisors sold 10,150 ASE Group shares in Q2 2026, an estimated $341K.
  • ASE Group made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #323 holding.
  • Sequoia Financial Advisors first reported a position in ASE Group in Q4 2021 and has held it in 19 quarters since.
  • 487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.