Reinhart Partners’s Axcelis ACLS Stock Holding History

Reinhart 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 Q2	$176M	Sell	928,660 -729,085	-44%	-$108M	4.02%	3
2026 Q1	$154M	Buy	1,657,745 +67,847	+4%	+$6.01M	4.44%	1
2025 Q4	$128M	Sell	1,589,898 -20,434	-1%	-$1.71M	3.83%	5
2025 Q3	$157M	Buy	1,610,332 +91,788	+6%	+$7.39M	5.11%	1
2025 Q2	$106M	Buy	1,518,544 +77,522	+5%	+$4.42M	3.61%	7
2025 Q1	$71.6M	Buy	1,441,022 +404,910	+39%	+$25.6M	2.61%	16
2024 Q4	$72.4M	Buy	1,036,112 +348,504	+51%	+$28.9M	2.79%	13
2024 Q3	$72.1M	Buy	687,608 +268,560	+64%	+$31.4M	2.74%	10
2024 Q2	$59.6M	Buy	419,048 +79,456	+23%	+$9.16M	2.48%	13
2024 Q1	$37.9M	Buy	+339,592	New	+$40.5M	1.54%	26

Other funds holding ACLS

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Reinhart Partners's ACLS Position: Q2 2026 in Review

Reinhart Partners reduced its Axcelis (ACLS) stake by 44% in Q2 2026, selling an estimated $108M and leaving 928,660 shares worth $176M. The position accounts for 4.02% of the portfolio, ranked #3.

Reinhart Partners first reported a position in ACLS in Q1 2024 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

Reinhart Partners held 928,660 shares of Axcelis worth $176M as of Q2 2026.
Reinhart Partners sold 729,085 Axcelis shares in Q2 2026, an estimated $108M.
Axcelis made up 4.02% of Reinhart Partners's portfolio in Q2 2026, its #3 holding.
Reinhart Partners first reported a position in Axcelis in Q1 2024 and has held it in 10 quarters since.
40 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Reinhart Partners's 13F filing for Q2 2026, filed 8 Jul 2026.