MWM
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MOKAN Wealth Management’s Axcelis ACLS Stock Holding History

MOKAN Wealth Management’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 		$651K Buy
6,995
+3,569
+104% +$316K 0.29% 69
2025
Q4 		$275K Buy
3,426
+795
+30% +$66.6K 0.12% 87
2025
Q3 		$257K Buy
+2,631
New +$212K 0.13% 81

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MOKAN Wealth Management's ACLS Position: Q1 2026 in Review

MOKAN Wealth Management increased its Axcelis (ACLS) stake by 104% in Q1 2026, buying an estimated $316K and bringing the position to 6,995 shares worth $651K. The position accounts for 0.29% of the portfolio, ranked #69.

MOKAN Wealth Management first reported a position in ACLS in Q3 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

  • MOKAN Wealth Management held 6,995 shares of Axcelis worth $651K as of Q1 2026.
  • MOKAN Wealth Management bought 3,569 Axcelis shares in Q1 2026, an estimated $316K.
  • Axcelis made up 0.29% of MOKAN Wealth Management's portfolio in Q1 2026, its #69 holding.
  • MOKAN Wealth Management first reported a position in Axcelis in Q3 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on MOKAN Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.