Axiom Investment Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Axiom Investment Management’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.8K	Buy	+919	New	+$22.7K	0.02%	263

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Axiom Investment Management's HTD Position: Q1 2026 in Review

Axiom Investment Management opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026: 919 shares worth $22.8K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

Axiom Investment Management held 919 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $22.8K as of Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund was a new Axiom Investment Management position in Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.02% of Axiom Investment Management's portfolio in Q1 2026, its #263 holding.
93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.