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Pinnacle Wealth Planning Services’s Axcelis ACLS Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$534K Sell
2,821
-53
-2% -$7.86K 0.05% 214
2026
Q1 		$268K Buy
2,874
+1,864
+185% +$165K 0.03% 376
2025
Q4 		$81.1K Buy
+1,010
New +$84.6K 0.01% 905
2021
Q1 		– Sell
-139
Closed -$4K – 359
2020
Q4 		$4K Buy
+139
New +$3.6K ﹤0.01% 1703

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

Pinnacle Wealth Planning Services's ACLS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Axcelis (ACLS) stake by 1.8% in Q2 2026, selling an estimated $7.86K and leaving 2,821 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #214.

Pinnacle Wealth Planning Services first reported a position in ACLS in Q4 2020 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,821 shares of Axcelis worth $534K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 53 Axcelis shares in Q2 2026, an estimated $7.86K.
  • Axcelis made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #214 holding.
  • Pinnacle Wealth Planning Services first reported a position in Axcelis in Q4 2020 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.