Axim Planning & Wealth
EH icon

Axim Planning & Wealth’s EHang Holdings EH Stock Holding History

Axim Planning & Wealth’s Portfolio EH Stock Details EH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.5M Sell
3,424,503
-548,305
-14% -$2.81M 54.63% 1
2026
Q2 		$26M Sell
3,972,808
-139,252
-3% -$1.3M 36.37% 1
2026
Q1 		$39.9M Sell
4,112,060
-6,432
-0.2% -$79.1K 48.43% 1
2025
Q4 		$54.3M Sell
4,118,492
-255,886
-6% -$4.04M 57.1% 1
2025
Q3 		$81.2M Sell
4,374,378
-23,864
-0.5% -$418K 64.1% 1
2025
Q2 		$76.4M Buy
4,398,242
+4,447
+0.1% +$75.5K 69.77% 1
2025
Q1 		$91.8M Sell
4,393,795
-161,900
-4% -$3.29M 81.35% 1
2024
Q4 		$71.7M Sell
4,555,695
-49,213
-1% -$791K 76.37% 1
2024
Q3 		$65.1M Sell
4,604,908
-88,912
-2% -$1.16M 73.29% 1
2024
Q2 		$63.7M Buy
4,693,820
+520,733
+12% +$8.8M 76.35% 1
2024
Q1 		$85.8M Buy
4,173,087
+270,677
+7% +$3.5M 69.65% 1
2023
Q4 		$65.6M Buy
3,902,410
+155,494
+4% +$2.54M 59.97% 1
2023
Q3 		$67.5M Buy
3,746,916
+610,568
+19% +$11.2M 59.65% 1
2023
Q2 		$47.6M Buy
3,136,348
+91,719
+3% +$1.06M 42.74% 1
2023
Q1 		$33.3M Buy
3,044,629
+513,930
+20% +$5.98M 32.95% 2
2022
Q4 		$21.7M Buy
2,530,699
+146,957
+6% +$767K 22.32% 2
2022
Q3 		$10M Buy
2,383,742
+207,033
+10% +$1.43M 9.88% 3
2022
Q2 		$20.1M Buy
+2,176,709
New +$20.5M 15.62% 3

Other funds holding EH

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Axim Planning & Wealth's EH Position: Q3 2026 in Review

Axim Planning & Wealth reduced its EHang Holdings (EH) stake by 14% in Q3 2026, selling an estimated $2.81M and leaving 3,424,503 shares worth $14.5M. The position accounts for 54.63% of the portfolio, ranked #1.

Axim Planning & Wealth first reported a position in EH in Q2 2022 and has held it in 18 quarters since. The position peaked at $91.8M in Q1 2025. 36 funds tracked by Wall St. Rank hold EH as of Q3 2026.

  • Axim Planning & Wealth held 3,424,503 shares of EHang Holdings worth $14.5M as of Q3 2026.
  • Axim Planning & Wealth sold 548,305 EHang Holdings shares in Q3 2026, an estimated $2.81M.
  • EHang Holdings made up 54.63% of Axim Planning & Wealth's portfolio in Q3 2026, its #1 holding.
  • Axim Planning & Wealth first reported a position in EHang Holdings in Q2 2022 and has held it in 18 quarters since.
  • Axim Planning & Wealth's EHang Holdings position peaked at $91.8M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held EHang Holdings as of Q3 2026.

Based on Axim Planning & Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.