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Kerr Financial Planning’s Axcelis ACLS Stock Holding History

Kerr Financial Planning’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 		$422K Buy
2,225
+75
+3% +$11.1K 0.47% 48
2026
Q1 		$284K Sell
2,150
-275
-11% -$24.4K 0.2% 63
2025
Q4 		$195K Hold
2,425
– – 0.26% 86
2025
Q3 		$199K Buy
+2,425
New +$195K 0.28% 75

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

Kerr Financial Planning's ACLS Position: Q2 2026 in Review

Kerr Financial Planning increased its Axcelis (ACLS) stake by 3.5% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,225 shares worth $422K. The position accounts for 0.47% of the portfolio, ranked #48.

Kerr Financial Planning first reported a position in ACLS in Q3 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • Kerr Financial Planning held 2,225 shares of Axcelis worth $422K as of Q2 2026.
  • Kerr Financial Planning bought 75 Axcelis shares in Q2 2026, an estimated $11.1K.
  • Axcelis made up 0.47% of Kerr Financial Planning's portfolio in Q2 2026, its #48 holding.
  • Kerr Financial Planning first reported a position in Axcelis in Q3 2025 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.