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Wealthstream Advisors’s ASE Group ASX Stock Holding History

Wealthstream 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
2025
Q3 		$195K Buy
17,574
+2,913
+20% +$30.5K 0.03% 189
2025
Q2 		$151K Buy
14,661
+483
+3% +$4.51K 0.03% 172
2025
Q1 		$124K Sell
14,178
-976
-6% -$9.93K 0.02% 154
2024
Q4 		$153K Buy
15,154
+1,955
+15% +$19.5K 0.03% 154
2024
Q3 		$129K Buy
13,199
+186
+1% +$1.89K 0.02% 151
2024
Q2 		$149K Buy
13,013
+925
+8% +$10K 0.05% 137
2024
Q1 		$133K Sell
12,088
-479
-4% -$4.7K 0.05% 138
2023
Q4 		$118K Buy
12,567
+1,532
+14% +$12.7K 0.05% 142
2023
Q3 		$83K Buy
+11,035
New +$85.8K 0.04% 104

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Wealthstream Advisors's ASX Position: Q3 2025 in Review

Wealthstream Advisors increased its ASE Group (ASX) stake by 20% in Q3 2025, buying an estimated $30.5K and bringing the position to 17,574 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #189.

Wealthstream Advisors first reported a position in ASX in Q3 2023 and has held it in 9 quarters since. 303 funds tracked by Wall St. Rank hold ASX as of Q3 2025.

  • Wealthstream Advisors held 17,574 shares of ASE Group worth $195K as of Q3 2025.
  • Wealthstream Advisors bought 2,913 ASE Group shares in Q3 2025, an estimated $30.5K.
  • ASE Group made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #189 holding.
  • Wealthstream Advisors first reported a position in ASE Group in Q3 2023 and has held it in 9 quarters since.
  • 303 funds tracked by Wall St. Rank held ASE Group as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.