Atria Investments
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Atria Investments’s Axcelis ACLS Stock Holding History

Atria Investments’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
Q3 		– Sell
-3,666
Closed -$695K – 2138
2026
Q2 		$695K Sell
3,666
-240
-6% -$35.6K 0.01% 1325
2026
Q1 		$364K Buy
+3,906
New +$346K ﹤0.01% 1630

Other funds holding ACLS

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Atria Investments's ACLS Position: Q3 2026 in Review

Atria Investments sold out of Axcelis (ACLS) in Q3 2026, closing a stake of 3,666 shares — an estimated $695K sold.

Atria Investments first reported a position in ACLS in Q1 2026 and held it in 2 quarters. The position peaked at $695K in Q2 2026. 23 funds tracked by Wall St. Rank hold ACLS as of Q3 2026.

  • Atria Investments reported no remaining Axcelis position as of Q3 2026 after selling out during the quarter.
  • Atria Investments sold 3,666 Axcelis shares in Q3 2026, an estimated $695K.
  • Atria Investments first reported a position in Axcelis in Q1 2026 and held it in 2 quarters.
  • Atria Investments's Axcelis position peaked at $695K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Axcelis as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.