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Needham Investment Management’s Axcelis ACLS Stock Holding History

Needham Investment 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
Q2 		$6.73M Sell
35,500
-7,000
-16% -$1.04M 0.2% 101
2026
Q1 		$3.96M Buy
42,500
+22,500
+113% +$1.99M 0.2% 108
2025
Q4 		$1.61M Buy
+20,000
New +$1.67M 0.1% 125

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

Needham Investment Management's ACLS Position: Q2 2026 in Review

Needham Investment Management reduced its Axcelis (ACLS) stake by 16% in Q2 2026, selling an estimated $1.04M and leaving 35,500 shares worth $6.73M. The position accounts for 0.2% of the portfolio, ranked #101.

Needham Investment Management first reported a position in ACLS in Q4 2025 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • Needham Investment Management held 35,500 shares of Axcelis worth $6.73M as of Q2 2026.
  • Needham Investment Management sold 7,000 Axcelis shares in Q2 2026, an estimated $1.04M.
  • Axcelis made up 0.2% of Needham Investment Management's portfolio in Q2 2026, its #101 holding.
  • Needham Investment Management first reported a position in Axcelis in Q4 2025 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.