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TD Private Client Wealth’s ASE Group ASX Stock Holding History

TD Private Client Wealth’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 		$569K Sell
12,609
-15,321
-55% -$515K 0.01% 472
2026
Q1 		$606K Sell
27,930
-26,356
-49% -$554K 0.01% 460
2025
Q4 		$874K Buy
54,286
+8,430
+18% +$120K 0.02% 385
2025
Q3 		$509K Buy
45,856
+4,899
+12% +$51.3K 0.01% 481
2025
Q2 		$423K Buy
40,957
+8,448
+26% +$78.8K 0.01% 497
2025
Q1 		$285K Buy
32,509
+3,062
+10% +$31.1K 0.01% 537
2024
Q4 		$297K Sell
29,447
-5,066
-15% -$50.5K 0.01% 531
2024
Q3 		$337K Sell
34,513
-1,509
-4% -$15.3K 0.01% 510
2024
Q2 		$411K Sell
36,022
-2,460
-6% -$26.7K 0.01% 460
2024
Q1 		$423K Buy
38,482
+10,291
+37% +$101K 0.01% 469
2023
Q4 		$265K Sell
28,191
-2,446
-8% -$20.3K 0.01% 514
2023
Q3 		$230K Sell
30,637
-9,604
-24% -$74.6K 0.01% 523
2023
Q2 		$313K Buy
40,241
+16,329
+68% +$126K 0.01% 489
2023
Q1 		$191K Buy
+23,912
New +$175K 0.01% 552
2021
Q4 		– Sell
-11,971
Closed -$94K – 1171
2021
Q3 		$94K Sell
11,971
-11,330
-49% -$98.4K ﹤0.01% 638
2021
Q2 		$188K Buy
23,301
+5,237
+29% +$42.1K 0.01% 531
2021
Q1 		$139K Buy
18,064
+10,402
+136% +$77.7K 0.01% 554
2020
Q4 		$44.7K Buy
7,662
+767
+11% +$3.83K ﹤0.01% 676
2020
Q3 		$28.1K Sell
6,895
-1,033
-13% -$4.61K ﹤0.01% 693
2020
Q2 		$36K Buy
+7,928
New +$33.8K ﹤0.01% 648

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

TD Private Client Wealth's ASX Position: Q2 2026 in Review

TD Private Client Wealth reduced its ASE Group (ASX) stake by 55% in Q2 2026, selling an estimated $515K and leaving 12,609 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #472.

TD Private Client Wealth first reported a position in ASX in Q2 2020 and has held it in 20 quarters since. The position peaked at $874K in Q4 2025. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • TD Private Client Wealth held 12,609 shares of ASE Group worth $569K as of Q2 2026.
  • TD Private Client Wealth sold 15,321 ASE Group shares in Q2 2026, an estimated $515K.
  • ASE Group made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #472 holding.
  • TD Private Client Wealth first reported a position in ASE Group in Q2 2020 and has held it in 20 quarters since.
  • TD Private Client Wealth's ASE Group position peaked at $874K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.