Everhart Financial Group’s ASML ASML Stock Holding History

Everhart 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 Q3	$755K	Buy	417 +11	+3%	+$19.1K	0.05%	217
2026 Q2	$808K	Sell	406 -32	-7%	-$50.9K	0.05%	211
2026 Q1	$579K	Sell	438 -228	-34%	-$312K	0.05%	246
2025 Q4	$713K	Buy	666 +353	+113%	+$368K	0.07%	213
2025 Q3	$303K	Buy	313 +34	+12%	+$26.7K	0.03%	312
2025 Q2	$224K	Buy	+279	New	+$200K	0.03%	321
2024 Q3	–	Sell	-230	Closed	-$235K	–	317
2024 Q2	$235K	Buy	230 +8	+4%	+$7.69K	0.06%	266
2024 Q1	$215K	Buy	+222	New	+$197K	0.06%	258

Other funds holding ASML

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Everhart Financial Group's ASML Position: Q3 2026 in Review

Everhart Financial Group increased its ASML (ASML) stake by 2.7% in Q3 2026, buying an estimated $19.1K and bringing the position to 417 shares worth $755K. The position accounts for 0.05% of the portfolio, ranked #217.

Everhart Financial Group first reported a position in ASML in Q1 2024 and has held it in 8 quarters since. The position peaked at $808K in Q2 2026. 730 funds tracked by Wall St. Rank hold ASML as of Q3 2026.

Everhart Financial Group held 417 shares of ASML worth $755K as of Q3 2026.
Everhart Financial Group bought 11 ASML shares in Q3 2026, an estimated $19.1K.
ASML made up 0.05% of Everhart Financial Group's portfolio in Q3 2026, its #217 holding.
Everhart Financial Group first reported a position in ASML in Q1 2024 and has held it in 8 quarters since.
Everhart Financial Group's ASML position peaked at $808K in Q2 2026.
730 funds tracked by Wall St. Rank held ASML as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.