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Bartlett & Co Wealth Management’s AXIS Capital AXS Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		$146K Buy
1,357
+1,130
+498% +$113K ﹤0.01% 542
2026
Q1 		$22.4K Sell
227
-248
-52% -$25.5K ﹤0.01% 807
2025
Q4 		$51.1K Buy
+475
New +$47.2K ﹤0.01% 667

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bartlett & Co Wealth Management's AXS Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its AXIS Capital (AXS) stake by 498% in Q2 2026, buying an estimated $113K and bringing the position to 1,357 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Bartlett & Co Wealth Management first reported a position in AXS in Q4 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,357 shares of AXIS Capital worth $146K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1,130 AXIS Capital shares in Q2 2026, an estimated $113K.
  • AXIS Capital made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #542 holding.
  • Bartlett & Co Wealth Management first reported a position in AXIS Capital in Q4 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.