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Rothwell Investment Advisors, LLC’s AXT Inc AXTI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio AXTI Stock Details AXTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$108K Buy
+1,392
New +$89.9K 0.06% 278

Other funds holding AXTI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SCH
Shengqi Capital (HK) Hong Kong $355M AUM 223.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
MAM
Maytree Asset Management Hong Kong $193M AUM 325.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AXTI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in AXT Inc (AXTI) in Q3 2026: 1,392 shares worth $108K. The stake represents 0.06% of the portfolio and ranks #278 among its holdings.

140 funds tracked by Wall St. Rank hold AXTI as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 1,392 shares of AXT Inc worth $108K as of Q3 2026.
  • AXT Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • AXT Inc made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #278 holding.
  • 140 funds tracked by Wall St. Rank held AXT Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.