Transform Wealth’s ASML ASML Stock Holding History

Transform Wealth’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
2025 Q1	$1.59M	Sell	2,400 -5	-0.2%	-$3.64K	0.1%	124
2024 Q4	$1.67M	Buy	2,405 +1,867	+347%	+$1.34M	0.09%	124
2024 Q3	$448K	Sell	538 -10	-2%	-$8.94K	0.03%	158
2024 Q2	$560K	Buy	548 +43	+9%	+$41.3K	0.04%	142
2024 Q1	$490K	Sell	505 -1,924	-79%	-$1.71M	0.05%	151
2023 Q4	$1.84M	Sell	2,429 -1,053	-30%	-$695K	0.18%	108
2023 Q3	$2.05M	Sell	3,482 -3,385	-49%	-$2.25M	0.22%	103
2023 Q2	$4.98M	Buy	+6,867	New	+$4.67M	0.45%	77

Other funds holding ASML

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transform Wealth's ASML Position: Q1 2025 in Review

Transform Wealth reduced its ASML (ASML) stake by 0.21% in Q1 2025, selling an estimated $3.64K and leaving 2,400 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #124.

Transform Wealth first reported a position in ASML in Q2 2023 and has held it in 8 quarters since. The position peaked at $4.98M in Q2 2023. 1,623 funds tracked by Wall St. Rank hold ASML as of Q1 2025.

Transform Wealth held 2,400 shares of ASML worth $1.59M as of Q1 2025.
Transform Wealth sold 5 ASML shares in Q1 2025, an estimated $3.64K.
ASML made up 0.1% of Transform Wealth's portfolio in Q1 2025, its #124 holding.
Transform Wealth first reported a position in ASML in Q2 2023 and has held it in 8 quarters since.
Transform Wealth's ASML position peaked at $4.98M in Q2 2023.
1,623 funds tracked by Wall St. Rank held ASML as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.