Heirloom Wealth Management
ASML icon

Heirloom Wealth Management’s ASML ASML Stock Holding History

Heirloom 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
Q3 		$23.7M Buy
13,065
+125
+1% +$217K 3.08% 14
2026
Q2 		$25.7M Buy
12,940
+1,611
+14% +$2.56M 3.73% 13
2026
Q1 		$15M Sell
11,329
-3,685
-25% -$5.05M 2.7% 13
2025
Q4 		$16.1M Sell
15,014
-2,984
-17% -$3.11M 3.71% 12
2025
Q3 		$17.4M Sell
17,998
-5,215
-22% -$4.1M 4.21% 9
2025
Q2 		$18.6M Buy
23,213
+171
+0.7% +$123K 4.91% 9
2025
Q1 		$15.3M Buy
23,042
+3,727
+19% +$2.71M 4.38% 9
2024
Q4 		$13.4M Buy
19,315
+1,208
+7% +$867K 4.02% 9
2024
Q3 		$15.1M Buy
18,107
+357
+2% +$319K 4.7% 9
2024
Q2 		$18.2M Sell
17,750
-312
-2% -$300K 5.88% 6
2024
Q1 		$17.5M Sell
18,062
-5,733
-24% -$5.09M 5.97% 6
2023
Q4 		$18M Buy
23,795
+321
+1% +$212K 6.91% 6
2023
Q3 		$13.8M Sell
23,474
-764
-3% -$507K 6.14% 5
2023
Q2 		$17.6M Buy
24,238
+760
+3% +$517K 7.63% 2
2023
Q1 		$16M Buy
23,478
+3,742
+19% +$2.4M 7.63% 2
2022
Q4 		$10.8M Buy
+19,736
New +$10.3M 6.72% 4
2022
Q2 		$11.2M Buy
20,685
+3,846
+23% +$2.15M 9.16% 2
2022
Q1 		$9.23M Buy
16,839
+2,648
+19% +$1.77M 6.42% 4
2021
Q4 		$9.8M Buy
+14,191
New +$11.3M 8.37% 4

Other funds holding ASML

Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Heirloom Wealth Management's ASML Position: Q3 2026 in Review

Heirloom Wealth Management increased its ASML (ASML) stake by 0.97% in Q3 2026, buying an estimated $217K and bringing the position to 13,065 shares worth $23.7M. The position accounts for 3.08% of the portfolio, ranked #14.

Heirloom Wealth Management first reported a position in ASML in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.7M in Q2 2026. 730 funds tracked by Wall St. Rank hold ASML as of Q3 2026.

  • Heirloom Wealth Management held 13,065 shares of ASML worth $23.7M as of Q3 2026.
  • Heirloom Wealth Management bought 125 ASML shares in Q3 2026, an estimated $217K.
  • ASML made up 3.08% of Heirloom Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Heirloom Wealth Management first reported a position in ASML in Q4 2021 and has held it in 19 quarters since.
  • Heirloom Wealth Management's ASML position peaked at $25.7M in Q2 2026.
  • 730 funds tracked by Wall St. Rank held ASML as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.