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 Q3	$2.49M	Sell	18,965 -4,629	-20%	-$592K	0.24%	104
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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Isthmus Partners's ACLS Position: Q3 2026 in Review

Isthmus Partners reduced its Axcelis (ACLS) stake by 20% in Q3 2026, selling an estimated $592K and leaving 18,965 shares worth $2.49M. The position accounts for 0.24% of the portfolio, ranked #104.

Isthmus Partners first reported a position in ACLS in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.73M in Q2 2024. 115 funds tracked by Wall St. Rank hold ACLS as of Q3 2026.

Isthmus Partners held 18,965 shares of Axcelis worth $2.49M as of Q3 2026.
Isthmus Partners sold 4,629 Axcelis shares in Q3 2026, an estimated $592K.
Axcelis made up 0.24% of Isthmus Partners's portfolio in Q3 2026, its #104 holding.
Isthmus Partners first reported a position in Axcelis in Q1 2024 and has held it in 11 quarters since.
Isthmus Partners's Axcelis position peaked at $4.73M in Q2 2024.
115 funds tracked by Wall St. Rank held Axcelis as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.