Ownership history in BALDWIN WEALTH PARTNERS LLC/MA Β· 28 quarters on record
This page tracks every 13F SEC filing in which BALDWIN WEALTH PARTNERS LLC/MA reported a position in ASML HLDS NV NY (ASML). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BALDWIN WEALTH PARTNERS LLC/MA outperformed the S&P 500 by +24.3% annually on this ASML position. Timing score: 65% (13/20 decisions correct). Average cost basis: $765.78. Maximum drawdown during holding period: β47.3%.
π₯ Exceptional β beat the S&P 500 by 24.3% per year on this position.
27 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 20 add/trim decisions correct
Best entry: $90.67 (2016 Q1) Β· Worst: $954.04 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
11 adds Β· 9 trims. Bought during 3 of 7 down-price quarters. π More buys than sells across the holding period.
π BALDWIN WEALTH PARTNERS LLC/MA has been actively increasing its ASML allocation β a bullish signal from insiders.
Currently 1.1% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size