Carolina Wealth Advisors
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Carolina Wealth Advisors’s Axcelis ACLS Stock Holding History

Carolina Wealth Advisors’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 		$7.48K Hold
57
– – ﹤0.01% 259
2026
Q2 		$10.8K Hold
57
– – ﹤0.01% 187
2026
Q1 		$5.31K Hold
57
– – ﹤0.01% 221
2025
Q4 		$4.58K Buy
+57
New +$4.77K ﹤0.01% 207

Other funds holding ACLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Carolina Wealth Advisors's ACLS Position: Q3 2026 in Review

Carolina Wealth Advisors held its Axcelis (ACLS) position steady in Q3 2026 at 57 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Carolina Wealth Advisors first reported a position in ACLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.8K in Q2 2026. 250 funds tracked by Wall St. Rank hold ACLS as of Q3 2026.

  • Carolina Wealth Advisors held 57 shares of Axcelis worth $7.48K as of Q3 2026.
  • Carolina Wealth Advisors left its Axcelis share count unchanged in Q3 2026.
  • Axcelis made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q3 2026, its #259 holding.
  • Carolina Wealth Advisors first reported a position in Axcelis in Q4 2025 and has held it in 4 quarters since.
  • Carolina Wealth Advisors's Axcelis position peaked at $10.8K in Q2 2026.
  • 250 funds tracked by Wall St. Rank held Axcelis as of Q3 2026.

Based on Carolina Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.