Shelton Wealth Management
ASML icon

Shelton Wealth Management’s ASML ASML Stock Holding History

Shelton 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 		$1.77M Sell
975
-96
-9% -$166K 0.69% 41
2026
Q2 		$2.13M Sell
1,071
-188
-15% -$299K 0.84% 33
2026
Q1 		$1.66M Sell
1,259
-561
-31% -$769K 0.73% 36
2025
Q4 		$1.95M Buy
1,820
+86
+5% +$89.7K 0.83% 34
2025
Q3 		$1.68M Buy
1,734
+51
+3% +$40.1K 0.76% 39
2025
Q2 		$1.35M Buy
1,683
+55
+3% +$39.5K 0.65% 52
2025
Q1 		$1.08M Sell
1,628
-160
-9% -$116K 0.59% 49
2024
Q4 		$1.24M Buy
1,788
+631
+55% +$453K 0.64% 44
2024
Q3 		$964K Buy
1,157
+233
+25% +$208K 0.52% 63
2024
Q2 		$945K Buy
924
+22
+2% +$21.1K 0.54% 55
2024
Q1 		$875K Buy
902
+65
+8% +$57.7K 0.55% 41
2023
Q4 		$634K Buy
+837
New +$553K 0.45% 47

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

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

Shelton Wealth Management reduced its ASML (ASML) stake by 9% in Q3 2026, selling an estimated $166K and leaving 975 shares worth $1.77M. The position accounts for 0.69% of the portfolio, ranked #41.

Shelton Wealth Management first reported a position in ASML in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q2 2026. 730 funds tracked by Wall St. Rank hold ASML as of Q3 2026.

  • Shelton Wealth Management held 975 shares of ASML worth $1.77M as of Q3 2026.
  • Shelton Wealth Management sold 96 ASML shares in Q3 2026, an estimated $166K.
  • ASML made up 0.69% of Shelton Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Shelton Wealth Management first reported a position in ASML in Q4 2023 and has held it in 12 quarters since.
  • Shelton Wealth Management's ASML position peaked at $2.13M in Q2 2026.
  • 730 funds tracked by Wall St. Rank held ASML as of Q3 2026.

Based on Shelton Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.