Osterweis Capital Management’s ACM Research ACMR Stock Holding History

Osterweis Capital Management’s Portfolio ACMR Stock Details ACMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-266,426	Closed	-$6.9M	–	276
2025 Q2	$6.9M	Buy	266,426 +56,865	+27%	+$1.28M	0.33%	73
2025 Q1	$4.89M	Sell	209,561 -25,930	-11%	-$592K	0.24%	82
2024 Q4	$3.56M	Sell	235,491 -49,765	-17%	-$899K	0.17%	91
2024 Q3	$5.79M	Buy	285,256 +49,855	+21%	+$956K	0.29%	87
2024 Q2	$5.43M	Sell	235,401 -7,785	-3%	-$197K	0.28%	80
2024 Q1	$7.09M	Sell	243,186 -119,950	-33%	-$2.75M	0.42%	66
2023 Q4	$7.1M	Sell	363,136 -199,850	-35%	-$3.49M	0.45%	63
2023 Q3	$10.2M	Buy	562,986 +71,900	+15%	+$1.07M	0.75%	38
2023 Q2	$6.42M	Buy	491,086 +207,170	+73%	+$2.18M	0.43%	67
2023 Q1	$3.32M	Buy	+283,916	New	+$3.28M	0.23%	90

Other funds holding ACMR

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Osterweis Capital Management's ACMR Position: Q3 2025 in Review

Osterweis Capital Management sold out of ACM Research (ACMR) in Q3 2025, closing a stake of 266,426 shares — an estimated $6.9M sold.

Osterweis Capital Management first reported a position in ACMR in Q1 2023 and held it in 10 quarters. The position peaked at $10.2M in Q3 2023. 258 funds tracked by Wall St. Rank hold ACMR as of Q3 2025.

Osterweis Capital Management reported no remaining ACM Research position as of Q3 2025 after selling out during the quarter.
Osterweis Capital Management sold 266,426 ACM Research shares in Q3 2025, an estimated $6.9M.
Osterweis Capital Management first reported a position in ACM Research in Q1 2023 and held it in 10 quarters.
Osterweis Capital Management's ACM Research position peaked at $10.2M in Q3 2023.
258 funds tracked by Wall St. Rank held ACM Research as of Q3 2025.

Based on Osterweis Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.