Polen Capital Management
ASML icon

Polen Capital Management’s ASML ASML Stock Holding History

Polen 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 		$30.7M Sell
15,427
-645
-4% -$1.03M 0.26% 32
2026
Q1 		$21.2M Buy
16,072
+4,877
+44% +$6.68M 0.15% 32
2025
Q4 		$12M Sell
11,195
-8,602
-43% -$8.97M 0.05% 39
2025
Q3 		$19.2M Sell
19,797
-24,728
-56% -$19.4M 0.06% 41
2025
Q2 		$35.7M Sell
44,525
-8,152
-15% -$5.85M 0.11% 32
2025
Q1 		$34.9M Sell
52,677
-9,464
-15% -$6.88M 0.11% 38
2024
Q4 		$43.1M Sell
62,141
-5,142
-8% -$3.69M 0.12% 35
2024
Q3 		$56.1M Buy
67,283
+16,215
+32% +$14.5M 0.14% 32
2024
Q2 		$52.2M Sell
51,068
-41
-0.1% -$39.4K 0.13% 33
2024
Q1 		$49.6M Buy
51,109
+3,333
+7% +$2.96M 0.11% 34
2023
Q4 		$36.2M Sell
47,776
-17,446
-27% -$11.5M 0.09% 44
2023
Q3 		$38.4M Buy
65,222
+1,358
+2% +$902K 0.1% 37
2023
Q2 		$46.3M Sell
63,864
-2,365
-4% -$1.61M 0.11% 33
2023
Q1 		$45.1M Sell
66,229
-2,516
-4% -$1.62M 0.12% 30
2022
Q4 		$37.6M Sell
68,745
-7,885
-10% -$4.13M 0.11% 33
2022
Q3 		$31.8M Buy
76,630
+3,105
+4% +$1.56M 0.09% 34
2022
Q2 		$35M Sell
73,525
-6,025
-8% -$3.36M 0.09% 34
2022
Q1 		$53.1M Sell
79,550
-1,220
-2% -$817K 0.1% 34
2021
Q4 		$64.3M Buy
80,770
+2,008
+3% +$1.6M 0.11% 33
2021
Q3 		$58.7M Buy
78,762
+34,512
+78% +$27.1M 0.11% 31
2021
Q2 		$30.6M Buy
+44,250
New +$29.2M 0.06% 34

Other funds holding ASML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Polen Capital Management reduced its ASML (ASML) stake by 4% in Q2 2026, selling an estimated $1.03M and leaving 15,427 shares worth $30.7M. The position accounts for 0.26% of the portfolio, ranked #32.

Polen Capital Management first reported a position in ASML in Q2 2021 and has held it in 21 quarters since. The position peaked at $64.3M in Q4 2021. 2,496 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Polen Capital Management held 15,427 shares of ASML worth $30.7M as of Q2 2026.
  • Polen Capital Management sold 645 ASML shares in Q2 2026, an estimated $1.03M.
  • ASML made up 0.26% of Polen Capital Management's portfolio in Q2 2026, its #32 holding.
  • Polen Capital Management first reported a position in ASML in Q2 2021 and has held it in 21 quarters since.
  • Polen Capital Management's ASML position peaked at $64.3M in Q4 2021.
  • 2,496 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.