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SHP Wealth Management’s ASE Group ASX Stock Holding History

SHP 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 		$6.37K Buy
+294
New +$6.18K ﹤0.01% 1013

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $336B AUM 34.66% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

SHP Wealth Management's ASX Position: Q1 2026 in Review

SHP Wealth Management opened a new position in ASE Group (ASX) in Q1 2026: 294 shares worth $6.37K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings.

372 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • SHP Wealth Management held 294 shares of ASE Group worth $6.37K as of Q1 2026.
  • ASE Group was a new SHP Wealth Management position in Q1 2026.
  • ASE Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1013 holding.
  • 372 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.