Waverly Advisors’s ASE Group ASX Stock Holding History

Waverly 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 Q2	$406K	Sell	8,988 -9,184	-51%	-$308K	﹤0.01%	1270
2026 Q1	$394K	Sell	18,172 -6,598	-27%	-$139K	﹤0.01%	1194
2025 Q4	$399K	Buy	24,770 +6,304	+34%	+$89.6K	﹤0.01%	1101
2025 Q3	$205K	Buy	18,466 +167	+0.9%	+$1.75K	﹤0.01%	1208
2025 Q2	$189K	Hold	18,299	–	–	﹤0.01%	1132
2025 Q1	$160K	Sell	18,299 -194	-1%	-$1.97K	﹤0.01%	1070
2024 Q4	$186K	Buy	+18,493	New	+$184K	﹤0.01%	943

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Waverly Advisors's ASX Position: Q2 2026 in Review

Waverly Advisors reduced its ASE Group (ASX) stake by 51% in Q2 2026, selling an estimated $308K and leaving 8,988 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Waverly Advisors first reported a position in ASX in Q4 2024 and has held it in 7 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Waverly Advisors held 8,988 shares of ASE Group worth $406K as of Q2 2026.
Waverly Advisors sold 9,184 ASE Group shares in Q2 2026, an estimated $308K.
ASE Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1270 holding.
Waverly Advisors first reported a position in ASE Group in Q4 2024 and has held it in 7 quarters since.
487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.