1832 Asset Management’s Axon Enterprise AXON Stock Holding History

1832 Asset Management’s Portfolio AXON Stock Details AXON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.3M	Sell	48,650 -251,700	-84%	-$105M	0.01%	298
2026 Q1	$128M	Buy	+300,350	New	+$156M	0.12%	136
2025 Q4	–	Sell	-281,700	Closed	-$202M	–	694
2025 Q3	$202M	Sell	281,700 -254,720	-47%	-$193M	0.16%	77
2025 Q2	$444M	Buy	536,420 +302,420	+129%	+$206M	0.35%	38
2025 Q1	$123M	Sell	234,000 -38,500	-14%	-$22.5M	0.11%	110
2024 Q4	$162M	Sell	272,500 -181,926	-40%	-$99M	0.14%	94
2024 Q3	$182M	Buy	454,426 +78,726	+21%	+$27.1M	0.14%	84
2024 Q2	$111M	Buy	375,700 +114,800	+44%	+$34.3M	0.09%	112
2024 Q1	$81.6M	Buy	+260,900	New	+$72.5M	0.05%	137

Other funds holding AXON

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management's AXON Position: Q2 2026 in Review

1832 Asset Management reduced its Axon Enterprise (AXON) stake by 84% in Q2 2026, selling an estimated $105M and leaving 48,650 shares worth $27.3M. The position accounts for 0.01% of the portfolio, ranked #298.

1832 Asset Management first reported a position in AXON in Q1 2024 and has held it in 9 quarters since. The position peaked at $444M in Q2 2025. 1,127 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

1832 Asset Management held 48,650 shares of Axon Enterprise worth $27.3M as of Q2 2026.
1832 Asset Management sold 251,700 Axon Enterprise shares in Q2 2026, an estimated $105M.
Axon Enterprise made up 0.01% of 1832 Asset Management's portfolio in Q2 2026, its #298 holding.
1832 Asset Management first reported a position in Axon Enterprise in Q1 2024 and has held it in 9 quarters since.
1832 Asset Management's Axon Enterprise position peaked at $444M in Q2 2025.
1,127 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.