Creative Planning’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.23M | Buy |
77,712
+4,212
| +6% | +$373K | ﹤0.01% | 918 |
|
|
2025
Q4 | $5.9M | Buy |
73,500
+866
| +1% | +$72.5K | ﹤0.01% | 892 |
|
|
2025
Q3 | $7.09M | Buy |
72,634
+5,422
| +8% | +$437K | 0.01% | 714 |
|
|
2025
Q2 | $4.68M | Buy |
67,212
+19,767
| +42% | +$1.13M | ﹤0.01% | 793 |
|
|
2025
Q1 | $2.36M | Buy |
47,445
+11,945
| +34% | +$755K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $2.48M | Sell |
35,500
-181
| -0.5% | -$15K | ﹤0.01% | 1008 |
|
|
2024
Q3 | $3.74M | Buy |
35,681
+4,820
| +16% | +$564K | ﹤0.01% | 753 |
|
|
2024
Q2 | $4.39M | Buy |
30,861
+28,015
| +984% | +$3.23M | ﹤0.01% | 672 |
|
|
2024
Q1 | $317K | Buy |
2,846
+1,052
| +59% | +$125K | ﹤0.01% | 2203 |
|
|
2023
Q4 | $233K | Sell |
1,794
-645
| -26% | -$88.9K | ﹤0.01% | 2296 |
|
|
2023
Q3 | $398K | Buy |
2,439
+307
| +14% | +$54K | ﹤0.01% | 1721 |
|
|
2023
Q2 | $391K | Buy |
2,132
+452
| +27% | +$65.1K | ﹤0.01% | 1716 |
|
|
2023
Q1 | $224K | Buy |
+1,680
| New | +$197K | ﹤0.01% | 2040 |
|
|
2020
Q3 | – | Sell |
-31,957
| Closed | -$890K | – | 2142 |
|
|
2020
Q2 | $890K | Buy |
+31,957
| New | +$779K | ﹤0.01% | 783 |
|
|
2017
Q3 | – | Sell |
-5,625
| Closed | -$118K | – | 1897 |
|
|
2017
Q2 | $118K | Buy |
5,625
+5,600
| +22,400% | +$118K | ﹤0.01% | 1870 |
|
|
2017
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 4620 |
|
|
2016
Q4 | $0 | Sell |
25
-450
| -95% | -$6.12K | ﹤0.01% | 4596 |
|
|
2016
Q3 | $6K | Buy |
+475
| New | +$5.51K | ﹤0.01% | 3779 |
|
|
2016
Q2 | – | Sell |
-566
| Closed | -$6K | – | 4334 |
|
|
2016
Q1 | $6K | Buy |
566
+25
| +5% | +$256 | ﹤0.01% | 3472 |
|
|
2015
Q4 | $6K | Buy |
541
+16
| +3% | +$170 | ﹤0.01% | 3565 |
|
|
2015
Q3 | $6K | Buy |
+525
| New | +$6.4K | ﹤0.01% | 3493 |
|
|
2015
Q2 | – | Sell |
-106
| Closed | -$1K | – | 1121 |
|
|
2015
Q1 | $1K | Hold |
106
| – | – | ﹤0.01% | 3994 |
|
|
2014
Q4 | $1K | Sell |
106
-30
| -22% | -$260 | ﹤0.01% | 3940 |
|
|
2014
Q3 | $1K | Hold |
136
| – | – | ﹤0.01% | 3787 |
|
|
2014
Q2 | $1K | Hold |
136
| – | – | ﹤0.01% | 3605 |
|
|
2014
Q1 | $1K | Hold |
136
| – | – | ﹤0.01% | 3470 |
|
|
2013
Q4 | $1K | Buy |
136
+57
| +72% | +$517 | ﹤0.01% | 3188 |
|
|
2013
Q3 | $1K | Hold |
79
| – | – | ﹤0.01% | 3069 |
|
|
2013
Q2 | $1K | Buy |
+79
| New | +$459 | ﹤0.01% | 2919 |
|
Other funds holding ACLS
VPM
RP
VCM
Creative Planning's ACLS Position: Q1 2026 in Review
Creative Planning increased its Axcelis (ACLS) stake by 5.7% in Q1 2026, buying an estimated $373K and bringing the position to 77,712 shares worth $7.23M. The position accounts for ﹤0.01% of the portfolio, ranked #918.
Creative Planning first reported a position in ACLS in Q2 2013 and has held it in 29 quarters since. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.
- Creative Planning held 77,712 shares of Axcelis worth $7.23M as of Q1 2026.
- Creative Planning bought 4,212 Axcelis shares in Q1 2026, an estimated $373K.
- Axcelis made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #918 holding.
- Creative Planning first reported a position in Axcelis in Q2 2013 and has held it in 29 quarters since.
- 377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.