ARGA Investment Management’s Axcelis ACLS Stock Holding History

ARGA Investment 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	$2.82M	Sell	14,881 -26,527	-64%	-$3.94M	0.07%	51
2026 Q1	$3.85M	Buy	41,408 +22,874	+123%	+$2.03M	0.13%	39
2025 Q4	$1.49M	Hold	18,534	–	–	0.04%	65
2025 Q3	$1.81M	Hold	18,534	–	–	0.05%	61
2025 Q2	$1.29M	Buy	+18,534	New	+$1.06M	0.04%	64
2025 Q1	–	Sell	-3,696	Closed	-$258K	–	122
2024 Q4	$258K	Hold	3,696	–	–	0.01%	118
2024 Q3	$388K	Hold	3,696	–	–	0.01%	111
2024 Q2	$526K	Hold	3,696	–	–	0.02%	111
2024 Q1	$412K	Hold	3,696	–	–	0.01%	125
2023 Q4	$479K	Hold	3,696	–	–	0.02%	120
2023 Q3	$603K	Hold	3,696	–	–	0.02%	75
2023 Q2	$678K	Sell	3,696 -1,021	-22%	-$147K	0.02%	71
2023 Q1	$629K	Sell	4,717 -62	-1%	-$7.28K	0.02%	71
2022 Q4	$379K	Hold	4,779	–	–	0.02%	89
2022 Q3	$289K	Buy	+4,779	New	+$309K	0.02%	95

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ARGA Investment Management's ACLS Position: Q2 2026 in Review

ARGA Investment Management reduced its Axcelis (ACLS) stake by 64% in Q2 2026, selling an estimated $3.94M and leaving 14,881 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #51.

ARGA Investment Management first reported a position in ACLS in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.85M in Q1 2026. 443 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

ARGA Investment Management held 14,881 shares of Axcelis worth $2.82M as of Q2 2026.
ARGA Investment Management sold 26,527 Axcelis shares in Q2 2026, an estimated $3.94M.
Axcelis made up 0.07% of ARGA Investment Management's portfolio in Q2 2026, its #51 holding.
ARGA Investment Management first reported a position in Axcelis in Q3 2022 and has held it in 15 quarters since.
ARGA Investment Management's Axcelis position peaked at $3.85M in Q1 2026.
443 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on ARGA Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.