Atria Wealth Solutions’s Axcelis ACLS Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$524K	Buy	+7,187	New	+$410K	0.01%	893
2024 Q3	–	Sell	-8,668	Closed	-$1.23M	–	1915
2024 Q2	$1.23M	Buy	8,668 +1,362	+19%	+$157K	0.01%	807
2024 Q1	$815K	Sell	7,306 -3,205	-30%	-$382K	0.01%	1007
2023 Q4	$1.36M	Sell	10,511 -1,355	-11%	-$187K	0.02%	749
2023 Q3	$1.93M	Buy	11,866 +290	+3%	+$51K	0.03%	572
2023 Q2	$2.12M	Buy	11,576 +481	+4%	+$69.2K	0.03%	546
2023 Q1	$1.48M	Buy	+11,095	New	+$1.3M	0.02%	651

Other funds holding ACLS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Atria Wealth Solutions's ACLS Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Axcelis (ACLS) in Q2 2025: 7,187 shares worth $524K. The stake represents 0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in ACLS as recently as Q2 2024.

Atria Wealth Solutions first reported a position in ACLS in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.12M in Q2 2023. 328 funds tracked by Wall St. Rank hold ACLS as of Q2 2025.

Atria Wealth Solutions held 7,187 shares of Axcelis worth $524K as of Q2 2025.
Axcelis was a new Atria Wealth Solutions position in Q2 2025.
Axcelis made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #893 holding.
Atria Wealth Solutions first reported a position in Axcelis in Q1 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's Axcelis position peaked at $2.12M in Q2 2023.
328 funds tracked by Wall St. Rank held Axcelis as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.