Wealth Alliance
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Wealth Alliance’s ASE Group ASX Stock Holding History

Wealth Alliance’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 		$533K Sell
11,996
-4,398
-27% -$172K 0.04% 298
2026
Q2 		$740K Sell
16,394
-932
-5% -$31.3K 0.06% 234
2026
Q1 		$376K Sell
17,326
-7,647
-31% -$161K 0.04% 367
2025
Q4 		$402K Sell
24,973
-2,735
-10% -$38.9K 0.04% 360
2025
Q3 		$307K Sell
27,708
-119
-0.4% -$1.25K 0.03% 408
2025
Q2 		$287K Buy
27,827
+432
+2% +$4.03K 0.03% 425
2025
Q1 		$240K Buy
27,395
+2,954
+12% +$30K 0.03% 451
2024
Q4 		$246K Buy
24,441
+505
+2% +$5.03K 0.03% 439
2024
Q3 		$234K Buy
23,936
+363
+2% +$3.69K 0.03% 464
2024
Q2 		$269K Sell
23,573
-1,878
-7% -$20.4K 0.03% 415
2024
Q1 		$280K Sell
25,451
-480
-2% -$4.71K 0.04% 417
2023
Q4 		$244K Buy
25,931
+2,483
+11% +$20.6K 0.03% 439
2023
Q3 		$176K Sell
23,448
-384
-2% -$2.98K 0.03% 468
2023
Q2 		$186K Sell
23,832
-68
-0.3% -$523 0.03% 486
2023
Q1 		$190K Sell
23,900
-1,235
-5% -$9.03K 0.03% 480
2022
Q4 		$158K Sell
25,135
-3,975
-14% -$23.3K 0.03% 470
2022
Q3 		$145K Buy
+29,110
New +$164K 0.03% 428
2022
Q2 		– Sell
-21,122
Closed -$150K – 446
2022
Q1 		$150K Buy
+21,122
New +$155K 0.03% 431

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

Wealth Alliance's ASX Position: Q3 2026 in Review

Wealth Alliance reduced its ASE Group (ASX) stake by 27% in Q3 2026, selling an estimated $172K and leaving 11,996 shares worth $533K. The position accounts for 0.04% of the portfolio, ranked #298.

Wealth Alliance first reported a position in ASX in Q1 2022 and has held it in 18 quarters since. The position peaked at $740K in Q2 2026. 411 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Wealth Alliance held 11,996 shares of ASE Group worth $533K as of Q3 2026.
  • Wealth Alliance sold 4,398 ASE Group shares in Q3 2026, an estimated $172K.
  • ASE Group made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #298 holding.
  • Wealth Alliance first reported a position in ASE Group in Q1 2022 and has held it in 18 quarters since.
  • Wealth Alliance's ASE Group position peaked at $740K in Q2 2026.
  • 411 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.