IWC
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Integrated Wealth Concepts’s Axcelis ACLS Stock Holding History

Integrated Wealth Concepts’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 		$454K Sell
2,399
-8
-0.3% -$1.19K ﹤0.01% 1712
2026
Q1 		$224K Buy
+2,407
New +$213K ﹤0.01% 2041

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

Integrated Wealth Concepts's ACLS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Axcelis (ACLS) stake by 0.33% in Q2 2026, selling an estimated $1.19K and leaving 2,399 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Integrated Wealth Concepts first reported a position in ACLS in Q1 2026 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • Integrated Wealth Concepts held 2,399 shares of Axcelis worth $454K as of Q2 2026.
  • Integrated Wealth Concepts sold 8 Axcelis shares in Q2 2026, an estimated $1.19K.
  • Axcelis made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1712 holding.
  • Integrated Wealth Concepts first reported a position in Axcelis in Q1 2026 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.