SW
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SkyOak Wealth’s Axcelis ACLS Stock Holding History

SkyOak Wealth’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
2025
Q4 		– Sell
-4,177
Closed -$408K – 251
2025
Q3 		$408K Sell
4,177
-417
-9% -$33.6K 0.08% 143
2025
Q2 		$320K Sell
4,594
-2,500
-35% -$143K 0.06% 165
2025
Q1 		$352K Buy
7,094
+3,057
+76% +$193K 0.08% 148
2024
Q4 		$282K Buy
4,037
+31
+0.8% +$2.57K 0.06% 185
2024
Q3 		$420K Buy
4,006
+1,650
+70% +$193K 0.09% 128
2024
Q2 		$335K Sell
2,356
-2,696
-53% -$311K 0.08% 158
2024
Q1 		$563K Buy
+5,052
New +$602K 0.13% 112

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SkyOak Wealth's ACLS Position: Q4 2025 in Review

SkyOak Wealth sold out of Axcelis (ACLS) in Q4 2025, closing a stake of 4,177 shares — an estimated $408K sold.

SkyOak Wealth first reported a position in ACLS in Q1 2024 and held it in 7 quarters. The position peaked at $563K in Q1 2024. 371 funds tracked by Wall St. Rank hold ACLS as of Q4 2025.

  • SkyOak Wealth reported no remaining Axcelis position as of Q4 2025 after selling out during the quarter.
  • SkyOak Wealth sold 4,177 Axcelis shares in Q4 2025, an estimated $408K.
  • SkyOak Wealth first reported a position in Axcelis in Q1 2024 and held it in 7 quarters.
  • SkyOak Wealth's Axcelis position peaked at $563K in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Axcelis as of Q4 2025.

Based on SkyOak Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.