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 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 $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

Isthmus Partners's ACLS Position: Q1 2026 in Review

Isthmus Partners reduced its Axcelis (ACLS) stake by 5.1% in Q1 2026, selling an estimated $188K and leaving 39,357 shares worth $3.66M. The position accounts for 0.38% of the portfolio, ranked #65.

Isthmus Partners first reported a position in ACLS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.73M in Q2 2024. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

Isthmus Partners held 39,357 shares of Axcelis worth $3.66M as of Q1 2026.
Isthmus Partners sold 2,123 Axcelis shares in Q1 2026, an estimated $188K.
Axcelis made up 0.38% of Isthmus Partners's portfolio in Q1 2026, its #65 holding.
Isthmus Partners first reported a position in Axcelis in Q1 2024 and has held it in 9 quarters since.
Isthmus Partners's Axcelis position peaked at $4.73M in Q2 2024.
377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on Isthmus Partners's 13F filing for Q1 2026, filed 30 Apr 2026.