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Whipplewood Advisors’s ASE Group ASX Stock Holding History

Whipplewood 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 		$51.4K Sell
1,140
-3,587
-76% -$120K 0.03% 142
2026
Q1 		$102K Buy
4,727
+4,288
+977% +$90.2K 0.05% 183
2025
Q4 		$7.07K Buy
+439
New +$6.24K ﹤0.01% 289
2025
Q3 		– Sell
-8,604
Closed -$88.9K – 362
2025
Q2 		$88.9K Sell
8,604
-434
-5% -$4.05K 0.05% 247
2025
Q1 		$80.7K Sell
9,038
-176
-2% -$1.79K 0.05% 247
2024
Q4 		$92.8K Buy
+9,214
New +$91.8K 0.05% 240

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Whipplewood Advisors's ASX Position: Q2 2026 in Review

Whipplewood Advisors reduced its ASE Group (ASX) stake by 76% in Q2 2026, selling an estimated $120K and leaving 1,140 shares worth $51.4K. The position accounts for 0.03% of the portfolio, ranked #142.

Whipplewood Advisors first reported a position in ASX in Q4 2024 and has held it in 6 quarters since. The position peaked at $102K in Q1 2026. 485 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Whipplewood Advisors held 1,140 shares of ASE Group worth $51.4K as of Q2 2026.
  • Whipplewood Advisors sold 3,587 ASE Group shares in Q2 2026, an estimated $120K.
  • ASE Group made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #142 holding.
  • Whipplewood Advisors first reported a position in ASE Group in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's ASE Group position peaked at $102K in Q1 2026.
  • 485 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.