Isthmus Partners’s Axcelis ACLS Stock Holding History

Isthmus 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 Q2	$4.47M	Sell	23,594 -15,763	-40%	-$2.34M	0.43%	65
2026 Q1	$3.66M	Sell	39,357 -2,123	-5%	-$188K	0.38%	65
2025 Q4	$3.33M	Sell	41,480 -536	-1%	-$44.9K	0.37%	70
2025 Q3	$4.1K	Buy	42,016 +7,848	+23%	+$632K	﹤0.01%	148
2025 Q2	$2.38M	Buy	34,168 +2,547	+8%	+$145K	0.28%	89
2025 Q1	$1.57M	Buy	31,621 +3,330	+12%	+$211K	0.2%	101
2024 Q4	$1.98M	Buy	28,291 +507	+2%	+$42.1K	0.24%	99
2024 Q3	$2.91M	Sell	27,784 -5,486	-16%	-$642K	0.35%	79
2024 Q2	$4.73M	Buy	33,270 +15,507	+87%	+$1.79M	0.56%	52
2024 Q1	$1.98M	Buy	+17,763	New	+$2.12M	0.22%	105

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Isthmus Partners's ACLS Position: Q2 2026 in Review

Isthmus Partners reduced its Axcelis (ACLS) stake by 40% in Q2 2026, selling an estimated $2.34M and leaving 23,594 shares worth $4.47M. The position accounts for 0.43% of the portfolio, ranked #65.

Isthmus Partners first reported a position in ACLS in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.73M in Q2 2024. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

Isthmus Partners held 23,594 shares of Axcelis worth $4.47M as of Q2 2026.
Isthmus Partners sold 15,763 Axcelis shares in Q2 2026, an estimated $2.34M.
Axcelis made up 0.43% of Isthmus Partners's portfolio in Q2 2026, its #65 holding.
Isthmus Partners first reported a position in Axcelis in Q1 2024 and has held it in 10 quarters since.
Isthmus Partners's Axcelis position peaked at $4.73M in Q2 2024.
441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.