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Caldwell Trust’s Axcelis ACLS Stock Holding History

Caldwell Trust’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 		$36.9K Buy
+195
New +$28.9K ﹤0.01% 532

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caldwell Trust's ACLS Position: Q2 2026 in Review

Caldwell Trust opened a new position in Axcelis (ACLS) in Q2 2026: 195 shares worth $36.9K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings.

439 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • Caldwell Trust held 195 shares of Axcelis worth $36.9K as of Q2 2026.
  • Axcelis was a new Caldwell Trust position in Q2 2026.
  • Axcelis made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #532 holding.
  • 439 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.