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GKV Capital Management’s ASML ASML Stock Holding History

GKV 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 		$3.3M Buy
1,658
+407
+33% +$648K 1.06% 30
2026
Q1 		$1.65M Buy
1,251
+216
+21% +$296K 0.62% 47
2025
Q4 		$1.11M Buy
1,035
+110
+12% +$115K 0.41% 50
2025
Q3 		$895K Buy
925
+110
+13% +$86.5K 0.35% 53
2025
Q2 		$653K Sell
815
-355
-30% -$255K 0.29% 57
2025
Q1 		$775K Sell
1,170
-260
-18% -$189K 0.39% 52
2024
Q4 		$991K Buy
+1,430
New +$1.03M 0.4% 51

Other funds holding ASML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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

GKV Capital Management's ASML Position: Q2 2026 in Review

GKV Capital Management increased its ASML (ASML) stake by 33% in Q2 2026, buying an estimated $648K and bringing the position to 1,658 shares worth $3.3M. The position accounts for 1.06% of the portfolio, ranked #30.

GKV Capital Management first reported a position in ASML in Q4 2024 and has held it in 7 quarters since. 1,169 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • GKV Capital Management held 1,658 shares of ASML worth $3.3M as of Q2 2026.
  • GKV Capital Management bought 407 ASML shares in Q2 2026, an estimated $648K.
  • ASML made up 1.06% of GKV Capital Management's portfolio in Q2 2026, its #30 holding.
  • GKV Capital Management first reported a position in ASML in Q4 2024 and has held it in 7 quarters since.
  • 1,169 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.