Davidson Kahn Capital Management’s ASML ASML Stock Holding History

Davidson Kahn Capital Management’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	$2.42M	Sell	1,215 -8	-0.7%	-$12.7K	1.04%	28
2026 Q1	$1.62M	Sell	1,223 -64	-5%	-$87.7K	0.86%	31
2025 Q4	$1.38M	Sell	1,287 -1	-0.1%	-$1.04K	0.72%	36
2025 Q3	$1.25M	Buy	+1,288	New	+$1.01M	0.69%	36

Other funds holding ASML

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davidson Kahn Capital Management's ASML Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its ASML (ASML) stake by 0.65% in Q2 2026, selling an estimated $12.7K and leaving 1,215 shares worth $2.42M. The position accounts for 1.04% of the portfolio, ranked #28.

Davidson Kahn Capital Management first reported a position in ASML in Q3 2025 and has held it in 4 quarters since. 777 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

Davidson Kahn Capital Management held 1,215 shares of ASML worth $2.42M as of Q2 2026.
Davidson Kahn Capital Management sold 8 ASML shares in Q2 2026, an estimated $12.7K.
ASML made up 1.04% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #28 holding.
Davidson Kahn Capital Management first reported a position in ASML in Q3 2025 and has held it in 4 quarters since.
777 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.