VARA
ASML icon

Value Aligned Research Advisors’s ASML ASML Stock Holding History

Value Aligned Research Advisors’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 		$638M Buy
320,600
+111,900
+54% +$178M 1.59% 15
2026
Q1 		$276M Buy
+208,700
New +$286M 1.33% 19
2025
Q2 		– Sell
-1,200
Closed -$795K – 74
2025
Q1 		$795K Buy
+1,200
New +$873K 0.06% 47

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

Value Aligned Research Advisors's ASML Position: Q2 2026 in Review

Value Aligned Research Advisors held its ASML (ASML) position steady in Q2 2026 at 70,548 shares worth $140M. The position accounts for 0.35% of the portfolio, ranked #52.

Value Aligned Research Advisors first reported a position in ASML in Q4 2022 and has held it in 7 quarters since. 2,504 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Value Aligned Research Advisors held 70,548 shares of ASML worth $140M as of Q2 2026.
  • Value Aligned Research Advisors left its ASML share count unchanged in Q2 2026.
  • ASML made up 0.35% of Value Aligned Research Advisors's portfolio in Q2 2026, its #52 holding.
  • Value Aligned Research Advisors first reported a position in ASML in Q4 2022 and has held it in 7 quarters since.
  • 2,504 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.