West Family Investments’s ASE Group ASX Stock Holding History

West Family Investments’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	$574K	Sell	26,462 -10,990	-29%	-$231K	0.2%	93
2025 Q4	$603K	Sell	37,452 -15,306	-29%	-$218K	0.14%	140
2025 Q3	$585K	Buy	52,758 +5,109	+11%	+$53.5K	0.13%	147
2025 Q2	$492K	Buy	47,649 +19,902	+72%	+$186K	0.13%	165
2025 Q1	$243K	Buy	27,747 +2,485	+10%	+$25.3K	0.09%	205
2024 Q4	$254K	Sell	25,262 -18,124	-42%	-$181K	0.09%	222
2024 Q3	$423K	Buy	43,386 +22,370	+106%	+$227K	0.14%	147
2024 Q2	$240K	Buy	+21,016	New	+$228K	0.07%	208

Other funds holding ASX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

West Family Investments's ASX Position: Q1 2026 in Review

West Family Investments reduced its ASE Group (ASX) stake by 29% in Q1 2026, selling an estimated $231K and leaving 26,462 shares worth $574K. The position accounts for 0.2% of the portfolio, ranked #93.

West Family Investments first reported a position in ASX in Q2 2024 and has held it in 8 quarters since. The position peaked at $603K in Q4 2025. 370 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

West Family Investments held 26,462 shares of ASE Group worth $574K as of Q1 2026.
West Family Investments sold 10,990 ASE Group shares in Q1 2026, an estimated $231K.
ASE Group made up 0.2% of West Family Investments's portfolio in Q1 2026, its #93 holding.
West Family Investments first reported a position in ASE Group in Q2 2024 and has held it in 8 quarters since.
West Family Investments's ASE Group position peaked at $603K in Q4 2025.
370 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.