SAM
ACLS icon

Soviero Asset Management’s Axcelis ACLS Stock Holding History

Soviero Asset Management’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
Q1 		– Sell
-46,000
Closed -$3.7M – 58
2025
Q4 		$3.7M Buy
46,000
+15,000
+48% +$1.26M 1.77% 25
2025
Q3 		$3.03M Sell
31,000
-17,000
-35% -$1.37M 1.57% 30
2025
Q2 		$3.35M Buy
+48,000
New +$2.74M 2.02% 22
2024
Q1 		– Sell
-50,000
Closed -$6.48M – 40
2023
Q4 		$6.48M Buy
+50,000
New +$6.89M 3.17% 11

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Soviero Asset Management's ACLS Position: Q1 2026 in Review

Soviero Asset Management sold out of Axcelis (ACLS) in Q1 2026, closing a stake of 46,000 shares — an estimated $3.7M sold.

Soviero Asset Management first reported a position in ACLS in Q4 2023 and held it in 4 quarters. The position peaked at $6.48M in Q4 2023. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

  • Soviero Asset Management reported no remaining Axcelis position as of Q1 2026 after selling out during the quarter.
  • Soviero Asset Management sold 46,000 Axcelis shares in Q1 2026, an estimated $3.7M.
  • Soviero Asset Management first reported a position in Axcelis in Q4 2023 and held it in 4 quarters.
  • Soviero Asset Management's Axcelis position peaked at $6.48M in Q4 2023.
  • 377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on Soviero Asset Management's 13F filing for Q1 2026, filed 15 May 2026.