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United Capital Financial Advisors’s ASE Group ASX Stock Holding History

United Capital Financial 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
Q1 		$624K Sell
28,763
-2,092
-7% -$44K ﹤0.01% 961
2025
Q4 		$497K Buy
30,855
+11,303
+58% +$161K ﹤0.01% 959
2025
Q3 		$217K Buy
19,552
+2,158
+12% +$22.6K ﹤0.01% 1130
2025
Q2 		$180K Buy
17,394
+6,233
+56% +$58.2K ﹤0.01% 1066
2025
Q1 		$97.8K Sell
11,161
-1,137
-9% -$11.6K ﹤0.01% 1045
2024
Q4 		$124K Buy
12,298
+1,338
+12% +$13.3K ﹤0.01% 1040
2024
Q3 		$107K Buy
10,960
+182
+2% +$1.85K ﹤0.01% 1033
2024
Q2 		$123K Sell
10,778
-884
-8% -$9.58K ﹤0.01% 998
2024
Q1 		$128K Buy
11,662
+147
+1% +$1.44K ﹤0.01% 1043
2023
Q4 		$108K Buy
+11,515
New +$95.4K ﹤0.01% 1032
2015
Q3 		– Sell
-393,018
Closed -$2.59M – 1242
2015
Q2 		$2.59M Buy
393,018
+82,269
+26% +$573K 0.03% 520
2015
Q1 		$2.22M Buy
310,749
+79,953
+35% +$558K 0.03% 529
2014
Q4 		$1.42M Sell
230,796
-40,995
-15% -$250K 0.02% 556
2014
Q3 		$1.61M Buy
271,791
+64,317
+31% +$405K 0.03% 497
2014
Q2 		$1.35M Buy
207,474
+164,035
+378% +$993K 0.03% 494
2014
Q1 		$241K Buy
+43,439
New +$213K 0.01% 834

Other funds holding ASX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
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

United Capital Financial Advisors's ASX Position: Q1 2026 in Review

United Capital Financial Advisors reduced its ASE Group (ASX) stake by 6.8% in Q1 2026, selling an estimated $44K and leaving 28,763 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

United Capital Financial Advisors first reported a position in ASX in Q1 2014 and has held it in 16 quarters since. The position peaked at $2.59M in Q2 2015. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • United Capital Financial Advisors held 28,763 shares of ASE Group worth $624K as of Q1 2026.
  • United Capital Financial Advisors sold 2,092 ASE Group shares in Q1 2026, an estimated $44K.
  • ASE Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #961 holding.
  • United Capital Financial Advisors first reported a position in ASE Group in Q1 2014 and has held it in 16 quarters since.
  • United Capital Financial Advisors's ASE Group position peaked at $2.59M in Q2 2015.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.