RFP
ACLS icon

Root Financial Partners’s Axcelis ACLS Stock Holding History

Root Financial 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 		– Sell
-114
Closed -$10.6K – 435
2026
Q1 		$10.6K Buy
114
+27
+31% +$2.39K ﹤0.01% 1662
2025
Q4 		$6.99K Buy
87
+35
+67% +$2.93K ﹤0.01% 1648
2025
Q3 		$5.08K Buy
+52
New +$4.19K ﹤0.01% 1719

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

Root Financial Partners's ACLS Position: Q2 2026 in Review

Root Financial Partners sold out of Axcelis (ACLS) in Q2 2026, closing a stake of 114 shares — an estimated $10.6K sold.

Root Financial Partners first reported a position in ACLS in Q3 2025 and held it in 3 quarters. The position peaked at $10.6K in Q1 2026. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • Root Financial Partners reported no remaining Axcelis position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 114 Axcelis shares in Q2 2026, an estimated $10.6K.
  • Root Financial Partners first reported a position in Axcelis in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Axcelis position peaked at $10.6K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.