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True Wealth Design’s ASE Group ASX Stock Holding History

True Wealth Design’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 		$44.5K Buy
987
+44
+5% +$1.48K 0.01% 534
2026
Q1 		$20.4K Buy
943
+251
+36% +$5.28K 0.01% 709
2025
Q4 		$11.1K Buy
692
+302
+77% +$4.29K ﹤0.01% 815
2025
Q3 		$4.33K Buy
390
+197
+102% +$2.06K ﹤0.01% 1136
2025
Q2 		$1.99K Sell
193
-184
-49% -$1.72K ﹤0.01% 1188
2025
Q1 		$3.3K Buy
377
+64
+20% +$651 ﹤0.01% 821
2024
Q4 		$3.15K Buy
313
+66
+27% +$658 ﹤0.01% 630
2024
Q3 		$2.41K Buy
247
+52
+27% +$528 ﹤0.01% 738
2024
Q2 		$2.23K Buy
195
+22
+13% +$239 ﹤0.01% 352
2024
Q1 		$1.9K Buy
173
+77
+80% +$755 ﹤0.01% 355
2023
Q4 		$904 Sell
96
-105,117
-100% -$871K ﹤0.01% 371
2023
Q3 		$791K Sell
105,213
-5,824
-5% -$45.3K 0.26% 56
2023
Q2 		$865K Sell
111,037
-352
-0.3% -$2.71K 0.32% 43
2023
Q1 		$888K Sell
111,389
-4,936
-4% -$36.1K 0.37% 35
2022
Q4 		$729K Buy
+116,325
New +$681K 0.34% 80

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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

True Wealth Design's ASX Position: Q2 2026 in Review

True Wealth Design increased its ASE Group (ASX) stake by 4.7% in Q2 2026, buying an estimated $1.48K and bringing the position to 987 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #534.

True Wealth Design first reported a position in ASX in Q4 2022 and has held it in 15 quarters since. The position peaked at $888K in Q1 2023. 77 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • True Wealth Design held 987 shares of ASE Group worth $44.5K as of Q2 2026.
  • True Wealth Design bought 44 ASE Group shares in Q2 2026, an estimated $1.48K.
  • ASE Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #534 holding.
  • True Wealth Design first reported a position in ASE Group in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's ASE Group position peaked at $888K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.