Optimize Financial’s Axcelis ACLS Stock Holding History

Optimize Financial’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	-32,021	Closed	-$2.23M	–	326
2025 Q2	$2.23M	Sell	32,021 -230	-0.7%	-$13.1K	1.37%	12
2025 Q1	$1.6M	Buy	+32,251	New	+$2.04M	1.16%	30

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimize Financial's ACLS Position: Q3 2025 in Review

Optimize Financial sold out of Axcelis (ACLS) in Q3 2025, closing a stake of 32,021 shares — an estimated $2.23M sold.

Optimize Financial first reported a position in ACLS in Q1 2025 and held it in 2 quarters. The position peaked at $2.23M in Q2 2025. 360 funds tracked by Wall St. Rank hold ACLS as of Q3 2025.

Optimize Financial reported no remaining Axcelis position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 32,021 Axcelis shares in Q3 2025, an estimated $2.23M.
Optimize Financial first reported a position in Axcelis in Q1 2025 and held it in 2 quarters.
Optimize Financial's Axcelis position peaked at $2.23M in Q2 2025.
360 funds tracked by Wall St. Rank held Axcelis as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.