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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AE Wealth Management's ACLS Position: Q1 2026 in Review

AE Wealth Management reduced its Axcelis (ACLS) stake by 16% in Q1 2026, selling an estimated $46.7K and leaving 2,767 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

AE Wealth Management first reported a position in ACLS in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2021. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

AE Wealth Management held 2,767 shares of Axcelis worth $258K as of Q1 2026.
AE Wealth Management sold 527 Axcelis shares in Q1 2026, an estimated $46.7K.
Axcelis made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1470 holding.
AE Wealth Management first reported a position in Axcelis in Q3 2021 and has held it in 12 quarters since.
AE Wealth Management's Axcelis position peaked at $1.07M in Q4 2021.
377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.