AE Wealth Management
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AE Wealth Management’s Axcelis ACLS Stock Holding History

AE Wealth Management’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$465K Sell
2,457
-310
-11% -$46K ﹤0.01% 1254
2026
Q1 		$258K Sell
2,767
-527
-16% -$46.7K ﹤0.01% 1470
2025
Q4 		$265K Buy
3,294
+646
+24% +$54.1K ﹤0.01% 1380
2025
Q3 		$259K Buy
+2,648
New +$213K ﹤0.01% 1255
2024
Q1 		– Sell
-7,394
Closed -$971K – 1151
2023
Q4 		$971K Buy
7,394
+1,290
+21% +$178K 0.01% 1164
2023
Q3 		$995K Buy
6,104
+1,235
+25% +$217K 0.01% 1099
2023
Q2 		$893K Sell
4,869
-1,873
-28% -$270K 0.01% 1137
2023
Q1 		$898K Buy
6,742
+4,051
+151% +$476K 0.01% 1090
2022
Q4 		$214K Sell
2,691
-7,789
-74% -$549K ﹤0.01% 1655
2022
Q3 		$635K Buy
+10,480
New +$677K 0.01% 1125
2022
Q2 		– Sell
-10,336
Closed -$781K – 1716
2022
Q1 		$781K Sell
10,336
-3,995
-28% -$273K 0.01% 1019
2021
Q4 		$1.07M Sell
14,331
-1,080
-7% -$64K 0.01% 906
2021
Q3 		$725K Buy
+15,411
New +$670K 0.01% 987

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's ACLS Position: Q2 2026 in Review

AE Wealth Management reduced its Axcelis (ACLS) stake by 11% in Q2 2026, selling an estimated $46K and leaving 2,457 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

AE Wealth Management first reported a position in ACLS in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2021. 443 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • AE Wealth Management held 2,457 shares of Axcelis worth $465K as of Q2 2026.
  • AE Wealth Management sold 310 Axcelis shares in Q2 2026, an estimated $46K.
  • Axcelis made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1254 holding.
  • AE Wealth Management first reported a position in Axcelis in Q3 2021 and has held it in 13 quarters since.
  • AE Wealth Management's Axcelis position peaked at $1.07M in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.