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Bogart Wealth LLC’s AXIS Capital AXS Stock Holding History

Bogart Wealth LLC’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 		$1.29K Buy
12
+6
+100% +$602 ﹤0.01% 1557
2026
Q1 		$608 Buy
+6
New +$616 ﹤0.01% 1534
2025
Q3 		– Sell
-5
Closed -$519 – 1538
2025
Q2 		$519 Buy
+5
New +$498 ﹤0.01% 1339
2025
Q1 		– Sell
-19
Closed -$1.68K – 1421
2024
Q4 		$1.68K Buy
+19
New +$1.63K ﹤0.01% 1123

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 $3.38T AUM 44.17% 1-Year Est. Return

Bogart Wealth LLC's AXS Position: Q2 2026 in Review

Bogart Wealth LLC increased its AXIS Capital (AXS) stake by 100% in Q2 2026, buying an estimated $602 and bringing the position to 12 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Bogart Wealth LLC first reported a position in AXS in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.68K in Q4 2024. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Bogart Wealth LLC held 12 shares of AXIS Capital worth $1.29K as of Q2 2026.
  • Bogart Wealth LLC bought 6 AXIS Capital shares in Q2 2026, an estimated $602.
  • AXIS Capital made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1557 holding.
  • Bogart Wealth LLC first reported a position in AXIS Capital in Q4 2024 and has held it in 4 quarters since.
  • Bogart Wealth LLC's AXIS Capital position peaked at $1.68K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.