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 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 $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

ARGA Investment Management's ACLS Position: Q1 2026 in Review

ARGA Investment Management increased its Axcelis (ACLS) stake by 123% in Q1 2026, buying an estimated $2.03M and bringing the position to 41,408 shares worth $3.85M. The position accounts for 0.13% of the portfolio, ranked #39.

ARGA Investment Management first reported a position in ACLS in Q3 2022 and has held it in 14 quarters since. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

ARGA Investment Management held 41,408 shares of Axcelis worth $3.85M as of Q1 2026.
ARGA Investment Management bought 22,874 Axcelis shares in Q1 2026, an estimated $2.03M.
Axcelis made up 0.13% of ARGA Investment Management's portfolio in Q1 2026, its #39 holding.
ARGA Investment Management first reported a position in Axcelis in Q3 2022 and has held it in 14 quarters since.
377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on ARGA Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.