First Manhattan’s ASML ASML Stock Holding History

First Manhattan’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	$1.43B	Sell	718,408 -35,944	-5%	-$57.2M	3.64%	3
2026 Q1	$996M	Sell	754,352 -37,932	-5%	-$52M	2.76%	5
2025 Q4	$848M	Sell	792,284 -5,306	-0.7%	-$5.53M	2.23%	9
2025 Q3	$772M	Buy	797,590 +87,545	+12%	+$68.8M	2.04%	10
2025 Q2	$569M	Buy	710,045 +1,983	+0.3%	+$1.42M	1.61%	11
2025 Q1	$469M	Buy	708,062 +268,172	+61%	+$195M	1.37%	13
2024 Q4	$307M	Buy	439,890 +163,945	+59%	+$118M	0.9%	23
2024 Q3	$230M	Buy	275,945 +9,880	+4%	+$8.83M	0.68%	27
2024 Q2	$272M	Buy	266,065 +1,107	+0.4%	+$1.06M	0.87%	23
2024 Q1	$257M	Sell	264,958 -434	-0.2%	-$385K	0.83%	22
2023 Q4	$201M	Buy	265,392 +10,778	+4%	+$7.12M	0.7%	26
2023 Q3	$150M	Buy	254,614 +40,870	+19%	+$27.1M	0.55%	33
2023 Q2	$155M	Sell	213,744 -1,910	-0.9%	-$1.3M	0.57%	36
2023 Q1	$147M	Buy	215,654 +49,726	+30%	+$31.9M	0.56%	35
2022 Q4	$90.7M	Buy	165,928 +165,466	+35,815%	+$86.7M	0.33%	42
2022 Q3	$191K	Buy	462 +310	+204%	+$155K	﹤0.01%	703
2022 Q2	$72K	Hold	152	–	–	﹤0.01%	904
2022 Q1	$101K	Buy	152 +25	+20%	+$16.7K	﹤0.01%	877
2021 Q4	$101K	Buy	127 +75	+144%	+$59.6K	﹤0.01%	871
2021 Q3	$38K	Buy	52 +2	+4%	+$1.57K	﹤0.01%	1036
2021 Q2	$34K	Hold	50	–	–	﹤0.01%	1059
2021 Q1	$30K	Hold	50	–	–	﹤0.01%	1063
2020 Q4	$24K	Buy	+50	New	+$21K	﹤0.01%	1021
2020 Q3	–	Sell	-32	Closed	-$11K	–	1328
2020 Q2	$11K	Sell	32 -1	-3%	-$314	﹤0.01%	1143
2020 Q1	$8K	Buy	33 +32	+3,200%	+$9.11K	﹤0.01%	1165
2019 Q4	$0	Buy	+1	New	+$270	﹤0.01%	1294
2018 Q1	–	Sell	-1,158	Closed	-$201K	–	1373
2017 Q4	$201K	Buy	+1,158	New	+$204K	﹤0.01%	713

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

First Manhattan's ASML Position: Q2 2026 in Review

First Manhattan reduced its ASML (ASML) stake by 4.8% in Q2 2026, selling an estimated $57.2M and leaving 718,408 shares worth $1.43B. The position accounts for 3.64% of the portfolio, ranked #3.

First Manhattan first reported a position in ASML in Q4 2017 and has held it in 27 quarters since. 2,496 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

First Manhattan held 718,408 shares of ASML worth $1.43B as of Q2 2026.
First Manhattan sold 35,944 ASML shares in Q2 2026, an estimated $57.2M.
ASML made up 3.64% of First Manhattan's portfolio in Q2 2026, its #3 holding.
First Manhattan first reported a position in ASML in Q4 2017 and has held it in 27 quarters since.
2,496 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.