Cambiar Investors’s ASML ASML Stock Holding History

Cambiar Investors’s Portfolio ASML Stock Details ASML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.6M	Sell	14,881 -1,547	-9%	-$2.46M	1.28%	38
2026 Q1	$21.7M	Sell	16,428 -2,174	-12%	-$2.98M	1.01%	41
2025 Q4	$19.9M	Sell	18,602 -2,195	-11%	-$2.29M	0.89%	43
2025 Q3	$20.1M	Sell	20,797 -220	-1%	-$173K	0.92%	42
2025 Q2	$16.8M	Buy	21,017 +20,352	+3,060%	+$14.6M	0.71%	42
2025 Q1	$441K	Buy	665 +46	+7%	+$33.5K	0.02%	142
2024 Q4	$429K	Buy	+619	New	+$445K	0.02%	145
2022 Q1	–	Sell	-304	Closed	-$242K	–	140
2021 Q4	$242K	Sell	304 -81,474	-100%	-$64.7M	0.01%	146
2021 Q3	$60.9M	Sell	81,778 -7,188	-8%	-$5.65M	2.09%	9
2021 Q2	$61.5M	Sell	88,966 -15,790	-15%	-$10.4M	1.98%	13
2021 Q1	$64.7M	Sell	104,756 -27,589	-21%	-$15.3M	2.25%	6
2020 Q4	$64.5M	Sell	132,345 -40,392	-23%	-$17M	2.52%	6
2020 Q3	$63.8M	Sell	172,737 -17,898	-9%	-$6.69M	2.91%	5
2020 Q2	$70.2M	Sell	190,635 -130,394	-41%	-$40.9M	3.22%	5
2020 Q1	$84M	Sell	321,029 -85,851	-21%	-$24.4M	4.22%	4
2019 Q4	$120M	Sell	406,880 -45,405	-10%	-$12.3M	3.87%	7
2019 Q3	$112M	Sell	452,285 -146,475	-24%	-$33M	3.6%	8
2019 Q2	$125M	Buy	598,760 +127,582	+27%	+$25.4M	3.23%	9
2019 Q1	$88.6M	Buy	+471,178	New	+$83.4M	2.11%	15

Other funds holding ASML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambiar Investors's ASML Position: Q2 2026 in Review

Cambiar Investors reduced its ASML (ASML) stake by 9.4% in Q2 2026, selling an estimated $2.46M and leaving 14,881 shares worth $29.6M. The position accounts for 1.28% of the portfolio, ranked #38.

Cambiar Investors first reported a position in ASML in Q1 2019 and has held it in 19 quarters since. The position peaked at $125M in Q2 2019. 2,503 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

Cambiar Investors held 14,881 shares of ASML worth $29.6M as of Q2 2026.
Cambiar Investors sold 1,547 ASML shares in Q2 2026, an estimated $2.46M.
ASML made up 1.28% of Cambiar Investors's portfolio in Q2 2026, its #38 holding.
Cambiar Investors first reported a position in ASML in Q1 2019 and has held it in 19 quarters since.
Cambiar Investors's ASML position peaked at $125M in Q2 2019.
2,503 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.