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Sulzberger Capital Advisors’s ASE Group ASX Stock Holding History

Sulzberger Capital 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 		$271K Buy
+6,000
New +$202K 0.26% 45

Other funds holding ASX

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sulzberger Capital Advisors's ASX Position: Q2 2026 in Review

Sulzberger Capital Advisors opened a new position in ASE Group (ASX) in Q2 2026: 6,000 shares worth $271K. The stake represents 0.26% of the portfolio and ranks #45 among its holdings.

60 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Sulzberger Capital Advisors held 6,000 shares of ASE Group worth $271K as of Q2 2026.
  • ASE Group was a new Sulzberger Capital Advisors position in Q2 2026.
  • ASE Group made up 0.26% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #45 holding.
  • 60 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

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