SimplyRich’s ASE Group ASX Stock Holding History

SimplyRich’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	$800K	Hold	17,749	–	–	0.19%	100
2026 Q1	$384K	Hold	17,749	–	–	0.1%	177
2025 Q4	$285K	Buy	+17,749	New	+$252K	0.07%	174
2024 Q3	–	Sell	-17,749	Closed	-$202K	–	222
2024 Q2	$202K	Buy	+17,749	New	+$192K	0.06%	177
2021 Q3	–	Sell	-17,749	Closed	-$142K	–	175
2021 Q2	$142K	Hold	17,749	–	–	0.07%	160
2021 Q1	$137K	Hold	17,749	–	–	0.05%	169
2020 Q4	$104K	Hold	17,749	–	–	0.05%	155
2020 Q3	$72K	Buy	+17,749	New	+$79.2K	0.04%	148
2020 Q2	–	Sell	-17,749	Closed	-$69K	–	138
2020 Q1	$69K	Hold	17,749	–	–	0.05%	121
2019 Q4	$99K	Hold	17,749	–	–	0.05%	152
2019 Q3	$80K	Hold	17,749	–	–	0.04%	149
2019 Q2	$70K	Buy	+17,749	New	+$74.2K	0.04%	155
2018 Q4	–	Sell	-48,982	Closed	-$237K	–	83
2018 Q3	$237K	Buy	48,982 +6,676	+16%	+$31.6K	0.13%	143
2018 Q2	$195K	Buy	42,306 +4,134	+11%	+$22.7K	0.11%	157
2018 Q1	$277K	Buy	38,172 +4,325	+13%	+$30.3K	0.15%	147
2017 Q4	$219K	Buy	+33,847	New	+$214K	0.12%	157

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

SimplyRich's ASX Position: Q2 2026 in Review

SimplyRich held its ASE Group (ASX) position steady in Q2 2026 at 17,749 shares worth $800K. The position accounts for 0.19% of the portfolio, ranked #100.

SimplyRich first reported a position in ASX in Q4 2017 and has held it in 16 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

SimplyRich held 17,749 shares of ASE Group worth $800K as of Q2 2026.
SimplyRich left its ASE Group share count unchanged in Q2 2026.
ASE Group made up 0.19% of SimplyRich's portfolio in Q2 2026, its #100 holding.
SimplyRich first reported a position in ASE Group in Q4 2017 and has held it in 16 quarters since.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.