Institute for Wealth Management
ASML icon

Institute for Wealth Management’s ASML ASML Stock Holding History

Institute for 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 		$1.31M Sell
725
-11
-1% -$19.1K 0.12% 175
2026
Q2 		$1.46M Buy
736
+11
+2% +$17.5K 0.13% 155
2026
Q1 		$958K Buy
725
+1
+0.1% +$1.37K 0.1% 207
2025
Q4 		$775K Sell
724
-34
-4% -$35.5K 0.08% 231
2025
Q3 		$734K Hold
758
– – 0.08% 252
2025
Q2 		$607K Hold
758
– – 0.07% 274
2025
Q1 		$502K Sell
758
-18
-2% -$13.1K 0.06% 288
2024
Q4 		$538K Buy
776
+399
+106% +$287K 0.07% 276
2024
Q3 		$314K Hold
377
– – 0.04% 406
2024
Q2 		$386K Buy
377
+3
+0.8% +$2.88K 0.05% 336
2024
Q1 		$363K Hold
374
– – 0.05% 350
2023
Q4 		$283K Hold
374
– – 0.05% 382
2023
Q3 		$220K Hold
374
– – 0.04% 416
2023
Q2 		$271K Sell
374
-463
-55% -$315K 0.05% 380
2023
Q1 		$570K Sell
837
-92
-10% -$59.1K 0.11% 242
2022
Q4 		$508K Buy
929
+101
+12% +$52.9K 0.11% 260
2022
Q3 		$344K Buy
828
+268
+48% +$134K 0.08% 311
2022
Q2 		$266K Buy
560
+81
+17% +$45.2K 0.05% 423
2022
Q1 		$320K Buy
479
+1
+0.2% +$670 0.05% 408
2021
Q4 		$381K Buy
478
+35
+8% +$27.8K 0.06% 327
2021
Q3 		$330K Sell
443
-6
-1% -$4.72K 0.06% 349
2021
Q2 		$310K Hold
449
– – 0.05% 366
2021
Q1 		$277K Buy
+449
New +$249K 0.05% 376

Other funds holding ASML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Institute for Wealth Management's ASML Position: Q3 2026 in Review

Institute for Wealth Management reduced its ASML (ASML) stake by 1.5% in Q3 2026, selling an estimated $19.1K and leaving 725 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #175.

Institute for Wealth Management first reported a position in ASML in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.46M in Q2 2026. 1,934 funds tracked by Wall St. Rank hold ASML as of Q3 2026.

  • Institute for Wealth Management held 725 shares of ASML worth $1.31M as of Q3 2026.
  • Institute for Wealth Management sold 11 ASML shares in Q3 2026, an estimated $19.1K.
  • ASML made up 0.12% of Institute for Wealth Management's portfolio in Q3 2026, its #175 holding.
  • Institute for Wealth Management first reported a position in ASML in Q1 2021 and has held it in 23 quarters since.
  • Institute for Wealth Management's ASML position peaked at $1.46M in Q2 2026.
  • 1,934 funds tracked by Wall St. Rank held ASML as of Q3 2026.

Based on Institute for Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.