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Acumen Wealth Advisors’s AXIS Capital AXS Stock Holding History

Acumen Wealth Advisors’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29
Closed -$3.12K – 462
2025
Q4 		$3.12K Buy
+29
New +$2.88K ﹤0.01% 415

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acumen Wealth Advisors's AXS Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of AXIS Capital (AXS) in Q1 2026, closing a stake of 29 shares — an estimated $3.12K sold.

Acumen Wealth Advisors first reported a position in AXS in Q4 2025 and held it in 1 quarter. The position peaked at $3.12K in Q4 2025. 465 funds tracked by Wall St. Rank hold AXS as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining AXIS Capital position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 29 AXIS Capital shares in Q1 2026, an estimated $3.12K.
  • Acumen Wealth Advisors first reported a position in AXIS Capital in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's AXIS Capital position peaked at $3.12K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.