Balboa Wealth Partners
AXON icon

Balboa Wealth Partners’s Axon Enterprise AXON Stock Holding History

Balboa Wealth Partners’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
2026
Q3 		– Sell
-444
Closed -$249K – 468
2026
Q2 		$249K Buy
+444
New +$186K 0.03% 388
2025
Q1 		– Sell
-492
Closed -$292K – 328
2024
Q4 		$292K Buy
+492
New +$268K 0.07% 215

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Balboa Wealth Partners's AXON Position: Q3 2026 in Review

Balboa Wealth Partners sold out of Axon Enterprise (AXON) in Q3 2026, closing a stake of 444 shares — an estimated $249K sold.

Balboa Wealth Partners first reported a position in AXON in Q4 2024 and held it in 2 quarters. The position peaked at $292K in Q4 2024. 553 funds tracked by Wall St. Rank hold AXON as of Q3 2026.

  • Balboa Wealth Partners reported no remaining Axon Enterprise position as of Q3 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 444 Axon Enterprise shares in Q3 2026, an estimated $249K.
  • Balboa Wealth Partners first reported a position in Axon Enterprise in Q4 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's Axon Enterprise position peaked at $292K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.