Brad Gerstner’s Axon Enterprise AXON Stock Holding History

Brad Gerstner’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 Q2	–	Sell	-148,986	Closed	-$63.3M	–	22
2026 Q1	$63.3M	Buy	+148,986	New	+$77.4M	1.11%	10

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Brad Gerstner's AXON Position: Q2 2026 in Review

Brad Gerstner sold out of Axon Enterprise (AXON) in Q2 2026, closing a stake of 148,986 shares — an estimated $63.3M sold.

Brad Gerstner first reported a position in AXON in Q1 2026 and held it in 1 quarter. The position peaked at $63.3M in Q1 2026. 1,058 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

Brad Gerstner reported no remaining Axon Enterprise position as of Q2 2026 after selling out during the quarter.
Brad Gerstner sold 148,986 Axon Enterprise shares in Q2 2026, an estimated $63.3M.
Brad Gerstner first reported a position in Axon Enterprise in Q1 2026 and held it in 1 quarter.
Brad Gerstner's Axon Enterprise position peaked at $63.3M in Q1 2026.
1,058 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Altimeter Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.