Sagefield Capital’s Axcelis ACLS Stock Holding History

Sagefield Capital’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	$25.3M	Buy	133,770 +51,532	+63%	+$7.65M	1.88%	14
2026 Q1	$7.65M	Buy	+82,238	New	+$7.28M	0.55%	54

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sagefield Capital's ACLS Position: Q2 2026 in Review

Sagefield Capital increased its Axcelis (ACLS) stake by 63% in Q2 2026, buying an estimated $7.65M and bringing the position to 133,770 shares worth $25.3M. The position accounts for 1.88% of the portfolio, ranked #14.

Sagefield Capital first reported a position in ACLS in Q1 2026 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

Sagefield Capital held 133,770 shares of Axcelis worth $25.3M as of Q2 2026.
Sagefield Capital bought 51,532 Axcelis shares in Q2 2026, an estimated $7.65M.
Axcelis made up 1.88% of Sagefield Capital's portfolio in Q2 2026, its #14 holding.
Sagefield Capital first reported a position in Axcelis in Q1 2026 and has held it in 2 quarters since.
441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Sagefield Capital's 13F filing for Q2 2026, filed 14 Aug 2026.