Summit Global Investments
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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
Q3 		$565K Sell
12,712
-786
-6% -$30.8K 0.03% 338
2026
Q2 		$609K Sell
13,498
-17,257
-56% -$580K 0.03% 303
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Summit Global Investments's ASX Position: Q3 2026 in Review

Summit Global Investments reduced its ASE Group (ASX) stake by 5.8% in Q3 2026, selling an estimated $30.8K and leaving 12,712 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #338.

Summit Global Investments first reported a position in ASX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2024. 411 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Summit Global Investments held 12,712 shares of ASE Group worth $565K as of Q3 2026.
  • Summit Global Investments sold 786 ASE Group shares in Q3 2026, an estimated $30.8K.
  • ASE Group made up 0.03% of Summit Global Investments's portfolio in Q3 2026, its #338 holding.
  • Summit Global Investments first reported a position in ASE Group in Q4 2023 and has held it in 9 quarters since.
  • Summit Global Investments's ASE Group position peaked at $1.6M in Q4 2024.
  • 411 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.