EWM
ASML icon

Evergreen Wealth Management’s ASML ASML Stock Holding History

Evergreen Wealth 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 		$229K Buy
+115
New +$183K 0.11% 55
2026
Q1 		– Sell
-235
Closed -$252K – 55
2025
Q4 		$252K Buy
235
+9
+4% +$9.39K 0.13% 51
2025
Q3 		$219K Buy
+226
New +$178K 0.11% 51

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

Evergreen Wealth Management's ASML Position: Q2 2026 in Review

Evergreen Wealth Management opened a new position in ASML (ASML) in Q2 2026: 115 shares worth $229K. The stake represents 0.11% of the portfolio and ranks #55 among its holdings. This is a return to the name: Evergreen Wealth Management previously reported a position in ASML as recently as Q4 2025.

Evergreen Wealth Management first reported a position in ASML in Q3 2025 and has held it in 3 quarters since. The position peaked at $252K in Q4 2025. 1,116 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Evergreen Wealth Management held 115 shares of ASML worth $229K as of Q2 2026.
  • ASML was a new Evergreen Wealth Management position in Q2 2026.
  • ASML made up 0.11% of Evergreen Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Evergreen Wealth Management first reported a position in ASML in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Management's ASML position peaked at $252K in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.