Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$74.9M Sell
39,695
-583
-1% -$928K 2.26% 17
2026
Q1
$53.2M Sell
40,278
-15,238
-27% -$20.9M 1.83% 27
2025
Q4
$99M Buy
+55,516
New +$57.9M 2.5% 15

Other funds holding ASML

BCV Asset Management's ASML Position: Q2 2026 in Review

BCV Asset Management reduced its ASML (ASML) stake by 1.4% in Q2 2026, selling an estimated $928K and leaving 39,695 shares worth $74.9M. The position accounts for 2.26% of the portfolio, ranked #17.

BCV Asset Management first reported a position in ASML in Q4 2025 and has held it in 3 quarters since. The position peaked at $99M in Q4 2025. 2,498 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • BCV Asset Management held 39,695 shares of ASML worth $74.9M as of Q2 2026.
  • BCV Asset Management sold 583 ASML shares in Q2 2026, an estimated $928K.
  • ASML made up 2.26% of BCV Asset Management's portfolio in Q2 2026, its #17 holding.
  • BCV Asset Management first reported a position in ASML in Q4 2025 and has held it in 3 quarters since.
  • BCV Asset Management's ASML position peaked at $99M in Q4 2025.
  • 2,498 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on BCV Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.