Peterson Wealth Services
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Peterson Wealth Services’s Axcelis ACLS Stock Holding History

Peterson Wealth Services’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
Q3 		$1.28M Buy
9,751
+560
+6% +$71.6K 0.27% 63
2026
Q2 		$1.74M Buy
9,191
+1,302
+17% +$193K 0.38% 59
2026
Q1 		$734K Buy
7,889
+486
+7% +$43K 0.18% 77
2025
Q4 		$595K Buy
7,403
+7,003
+1,751% +$586K 0.15% 87
2025
Q3 		$923K Sell
400
-8,754
-96% -$705K 0.23% 68
2025
Q2 		$638K Buy
9,154
+23
+0.3% +$1.31K 0.17% 86
2025
Q1 		$454K Buy
9,131
+1,438
+19% +$90.9K 0.14% 97
2024
Q4 		$538K Buy
7,693
+868
+13% +$72.1K 0.16% 87
2024
Q3 		$716K Buy
6,825
+947
+16% +$111K 0.23% 80
2024
Q2 		$836K Buy
5,878
+698
+13% +$80.5K 0.29% 69
2024
Q1 		$578K Buy
+5,180
New +$617K 0.21% 85

Other funds holding ACLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Peterson Wealth Services's ACLS Position: Q3 2026 in Review

Peterson Wealth Services increased its Axcelis (ACLS) stake by 6.1% in Q3 2026, buying an estimated $71.6K and bringing the position to 9,751 shares worth $1.28M. The position accounts for 0.27% of the portfolio, ranked #63.

Peterson Wealth Services first reported a position in ACLS in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.74M in Q2 2026. 255 funds tracked by Wall St. Rank hold ACLS as of Q3 2026.

  • Peterson Wealth Services held 9,751 shares of Axcelis worth $1.28M as of Q3 2026.
  • Peterson Wealth Services bought 560 Axcelis shares in Q3 2026, an estimated $71.6K.
  • Axcelis made up 0.27% of Peterson Wealth Services's portfolio in Q3 2026, its #63 holding.
  • Peterson Wealth Services first reported a position in Axcelis in Q1 2024 and has held it in 11 quarters since.
  • Peterson Wealth Services's Axcelis position peaked at $1.74M in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Axcelis as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.