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Carter Financial Group’s ASML ASML Stock Holding History

Carter Financial Group’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 		$710K Buy
357
+46
+15% +$73.2K 0.37% 55
2026
Q1 		$411K Buy
311
+122
+65% +$167K 0.25% 64
2025
Q4 		$202K Buy
+189
New +$197K 0.12% 113

Other funds holding ASML

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Carter Financial Group's ASML Position: Q2 2026 in Review

Carter Financial Group increased its ASML (ASML) stake by 15% in Q2 2026, buying an estimated $73.2K and bringing the position to 357 shares worth $710K. The position accounts for 0.37% of the portfolio, ranked #55.

Carter Financial Group first reported a position in ASML in Q4 2025 and has held it in 3 quarters since. 1,116 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Carter Financial Group held 357 shares of ASML worth $710K as of Q2 2026.
  • Carter Financial Group bought 46 ASML shares in Q2 2026, an estimated $73.2K.
  • ASML made up 0.37% of Carter Financial Group's portfolio in Q2 2026, its #55 holding.
  • Carter Financial Group first reported a position in ASML in Q4 2025 and has held it in 3 quarters since.
  • 1,116 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.