&Partners’s Axcelis ACLS Stock Holding History

&Partners’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	$1.31M	Buy	14,087 +134	+1%	+$11.9K	0.01%	1152
2025 Q4	$1.12M	Sell	13,953 -656	-4%	-$54.9K	0.01%	1155
2025 Q3	$1.43M	Buy	14,609 +3,726	+34%	+$300K	0.01%	919
2025 Q2	$758K	Buy	+10,883	New	+$621K	0.01%	1129
2024 Q4	–	Sell	-1,917	Closed	-$201K	–	1642
2024 Q3	$201K	Buy	1,917 +162	+9%	+$18.9K	﹤0.01%	1303
2024 Q2	$250K	Buy	+1,755	New	+$202K	0.01%	774
2024 Q1	–	Sell	-1,785	Closed	-$231K	–	492
2023 Q4	$231K	Hold	1,785	–	–	0.06%	246
2023 Q3	$291K	Hold	1,785	–	–	0.14%	124
2023 Q2	$327K	Hold	1,785	–	–	0.15%	120
2023 Q1	$238K	Buy	+1,785	New	+$210K	0.11%	144

Other funds holding ACLS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

&Partners's ACLS Position: Q1 2026 in Review

&Partners increased its Axcelis (ACLS) stake by 0.96% in Q1 2026, buying an estimated $11.9K and bringing the position to 14,087 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1152.

&Partners first reported a position in ACLS in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.43M in Q3 2025. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

&Partners held 14,087 shares of Axcelis worth $1.31M as of Q1 2026.
&Partners bought 134 Axcelis shares in Q1 2026, an estimated $11.9K.
Axcelis made up 0.01% of &Partners's portfolio in Q1 2026, its #1152 holding.
&Partners first reported a position in Axcelis in Q1 2023 and has held it in 10 quarters since.
&Partners's Axcelis position peaked at $1.43M in Q3 2025.
377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.