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Wealthspire Advisors (New York)’s ASE Group ASX Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-11,179
Closed -$180K – 941
2025
Q4 		$180K Buy
11,179
+11,105
+15,007% +$158K ﹤0.01% 982
2025
Q3 		$821 Buy
+74
New +$775 ﹤0.01% 2770
2020
Q2 		– Sell
-12,748
Closed -$48K – 297
2020
Q1 		$48K Buy
12,748
+2,452
+24% +$11.5K ﹤0.01% 538
2019
Q4 		$57K Buy
+10,296
New +$52.8K ﹤0.01% 209

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

Wealthspire Advisors (New York)'s ASX Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of ASE Group (ASX) in Q1 2026, closing a stake of 11,179 shares — an estimated $180K sold.

Wealthspire Advisors (New York) first reported a position in ASX in Q4 2019 and held it in 4 quarters. The position peaked at $180K in Q4 2025. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining ASE Group position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11,179 ASE Group shares in Q1 2026, an estimated $180K.
  • Wealthspire Advisors (New York) first reported a position in ASE Group in Q4 2019 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s ASE Group position peaked at $180K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.