BRWA
AXON

B. Riley Wealth Advisors’s Axon Enterprise AXON Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-448
Closed -$322K – 1034
2025
Q3 		$322K Sell
448
-129
-22% -$97.9K 0.01% 693
2025
Q2 		$478K Buy
+577
New +$393K 0.02% 539
2024
Q4 		$1.84M Sell
3,097
-896
-22% -$487K 0.06% 295
2024
Q3 		$1.62M Sell
3,993
-277
-6% -$95.5K 0.05% 373
2024
Q2 		$1.26M Sell
4,270
-1,996
-32% -$596K 0.03% 467
2024
Q1 		$1.25M Buy
6,266
+1,229
+24% +$342K 0.03% 464
2023
Q4 		$1.3M Sell
5,037
-1,229
-20% -$277K 0.04% 459
2023
Q3 		$1.25M Sell
6,266
-1,391
-18% -$274K 0.03% 464
2023
Q2 		$1.49M Buy
7,657
+824
+12% +$171K 0.03% 452
2023
Q1 		$1.54M Sell
6,833
-114
-2% -$22.7K 0.04% 425
2022
Q4 		$1.15M Sell
6,947
-1,293
-16% -$204K 0.03% 488
2022
Q3 		$954K Buy
8,240
+4,166
+102% +$472K 0.03% 519
2022
Q2 		$380K Buy
+4,074
New +$431K 0.02% 770
2021
Q4 		– Sell
-1,158
Closed -$203K – 1416
2021
Q3 		$203K Buy
+1,158
New +$210K 0.01% 1241

Other funds holding AXON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

B. Riley Wealth Advisors's AXON Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Axon Enterprise (AXON) in Q4 2025, closing a stake of 448 shares — an estimated $322K sold.

B. Riley Wealth Advisors first reported a position in AXON in Q3 2021 and held it in 14 quarters. The position peaked at $1.84M in Q4 2024. 1,137 funds tracked by Wall St. Rank hold AXON as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Axon Enterprise position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 448 Axon Enterprise shares in Q4 2025, an estimated $322K.
  • B. Riley Wealth Advisors first reported a position in Axon Enterprise in Q3 2021 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Axon Enterprise position peaked at $1.84M in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Axon Enterprise as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.