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Avion Wealth’s Axcelis ACLS Stock Holding History

Avion Wealth’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 		$6K Buy
52
+10
+24% +$1.28K ﹤0.01% 708
2026
Q2 		$7K Hold
42
– – ﹤0.01% 681
2026
Q1 		$3K Hold
42
– – ﹤0.01% 748
2025
Q4 		$3K Hold
42
– – ﹤0.01% 755
2025
Q3 		$4K Hold
42
– – ﹤0.01% 677
2025
Q2 		$2K Buy
42
+28
+200% +$1.6K ﹤0.01% 773
2025
Q1 		$0 Buy
+14
New +$885 ﹤0.01% 973
2024
Q4 		– Sell
-10
Closed -$1K – 970
2024
Q3 		$1K Buy
10
+5
+100% +$585 ﹤0.01% 741
2024
Q2 		$0 Hold
5
– – ﹤0.01% 864
2024
Q1 		$1K Buy
+5
New +$596 ﹤0.01% 822

Other funds holding ACLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Avion Wealth's ACLS Position: Q3 2026 in Review

Avion Wealth increased its Axcelis (ACLS) stake by 24% in Q3 2026, buying an estimated $1.28K and bringing the position to 52 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Avion Wealth first reported a position in ACLS in Q1 2024 and has held it in 10 quarters since. The position peaked at $7K in Q2 2026. 212 funds tracked by Wall St. Rank hold ACLS as of Q3 2026.

  • Avion Wealth held 52 shares of Axcelis worth $6K as of Q3 2026.
  • Avion Wealth bought 10 Axcelis shares in Q3 2026, an estimated $1.28K.
  • Axcelis made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #708 holding.
  • Avion Wealth first reported a position in Axcelis in Q1 2024 and has held it in 10 quarters since.
  • Avion Wealth's Axcelis position peaked at $7K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held Axcelis as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.