Edgestream Partners’s Axcelis ACLS Stock Holding History

Edgestream Partners’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 Q1	$313K	Buy	+3,362	New	+$298K	0.01%	794
2025 Q4	–	Sell	-3,386	Closed	-$331K	–	927
2025 Q3	$331K	Sell	3,386 -12,010	-78%	-$967K	0.01%	785
2025 Q2	$1.07M	Buy	+15,396	New	+$878K	0.03%	633
2024 Q1	–	Sell	-15,751	Closed	-$2.04M	–	785
2023 Q4	$2.04M	Buy	15,751 +3,959	+34%	+$546K	0.15%	233
2023 Q3	$1.92M	Buy	11,792 +5,780	+96%	+$1.02M	0.15%	204
2023 Q2	$1.1M	Buy	+6,012	New	+$866K	0.1%	341

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Edgestream Partners's ACLS Position: Q1 2026 in Review

Edgestream Partners opened a new position in Axcelis (ACLS) in Q1 2026: 3,362 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in ACLS as recently as Q3 2025.

Edgestream Partners first reported a position in ACLS in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2023. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

Edgestream Partners held 3,362 shares of Axcelis worth $313K as of Q1 2026.
Axcelis was a new Edgestream Partners position in Q1 2026.
Axcelis made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #794 holding.
Edgestream Partners first reported a position in Axcelis in Q2 2023 and has held it in 6 quarters since.
Edgestream Partners's Axcelis position peaked at $2.04M in Q4 2023.
377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.