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Mark Sheptoff Financial Planning’s Axcelis ACLS Stock Holding History

Mark Sheptoff 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
2025
Q3 		– Sell
-23
Closed -$1.6K – 483
2025
Q2 		$1.6K Buy
+23
New +$1.31K ﹤0.01% 481

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's ACLS Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Axcelis (ACLS) in Q3 2025, closing a stake of 23 shares — an estimated $1.6K sold.

Mark Sheptoff Financial Planning first reported a position in ACLS in Q2 2025 and held it in 1 quarter. The position peaked at $1.6K in Q2 2025. 360 funds tracked by Wall St. Rank hold ACLS as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Axcelis position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 23 Axcelis shares in Q3 2025, an estimated $1.6K.
  • Mark Sheptoff Financial Planning first reported a position in Axcelis in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Axcelis position peaked at $1.6K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Axcelis as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.