Summit Global Investments’s ASE Group ASX Stock Holding History

Summit Global Investments’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	$667K	Buy	30,755 +1,850	+6%	+$38.9K	0.04%	278
2025 Q4	$465K	Sell	28,905 -29,266	-50%	-$416K	0.03%	333
2025 Q3	$645K	Buy	58,171 +7,148	+14%	+$74.8K	0.04%	259
2025 Q2	$527K	Sell	51,023 -174	-0.3%	-$1.62K	0.03%	298
2025 Q1	$448K	Sell	51,197 -107,868	-68%	-$1.1M	0.03%	308
2024 Q4	$1.6M	Buy	+159,065	New	+$1.58M	0.1%	150
2024 Q1	–	Sell	-10,307	Closed	-$97K	–	503
2023 Q4	$97K	Buy	+10,307	New	+$85.4K	0.01%	500

Other funds holding ASX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Summit Global Investments's ASX Position: Q1 2026 in Review

Summit Global Investments increased its ASE Group (ASX) stake by 6.4% in Q1 2026, buying an estimated $38.9K and bringing the position to 30,755 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #278.

Summit Global Investments first reported a position in ASX in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2024. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

Summit Global Investments held 30,755 shares of ASE Group worth $667K as of Q1 2026.
Summit Global Investments bought 1,850 ASE Group shares in Q1 2026, an estimated $38.9K.
ASE Group made up 0.04% of Summit Global Investments's portfolio in Q1 2026, its #278 holding.
Summit Global Investments first reported a position in ASE Group in Q4 2023 and has held it in 7 quarters since.
Summit Global Investments's ASE Group position peaked at $1.6M in Q4 2024.
369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.