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True Wealth Design’s Axcelis ACLS Stock Holding History

True Wealth Design’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
Q3 		$2.89K Hold
22
– – ﹤0.01% 1552
2026
Q2 		$4.17K Sell
22
-3
-12% -$445 ﹤0.01% 1405
2026
Q1 		$2.33K Hold
25
– – ﹤0.01% 1483
2025
Q4 		$2.01K Hold
25
– – ﹤0.01% 1451
2025
Q3 		$2.44K Hold
25
– – ﹤0.01% 1390
2025
Q2 		$1.74K Buy
25
+10
+67% +$571 ﹤0.01% 1237
2025
Q1 		$746 Buy
+15
New +$948 ﹤0.01% 1384

Other funds holding ACLS

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's ACLS Position: Q3 2026 in Review

True Wealth Design held its Axcelis (ACLS) position steady in Q3 2026 at 22 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

True Wealth Design first reported a position in ACLS in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.17K in Q2 2026. 22 funds tracked by Wall St. Rank hold ACLS as of Q3 2026.

  • True Wealth Design held 22 shares of Axcelis worth $2.89K as of Q3 2026.
  • True Wealth Design left its Axcelis share count unchanged in Q3 2026.
  • Axcelis made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1552 holding.
  • True Wealth Design first reported a position in Axcelis in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Axcelis position peaked at $4.17K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Axcelis as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.