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Caerus Investment Advisors’s Axalta AXTA Stock Holding History

Caerus Investment Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,585
Closed -$407K – 292
2025
Q4 		$407K Buy
12,585
+4,246
+51% +$125K 0.13% 172
2025
Q3 		$239K Buy
+8,339
New +$251K 0.1% 239

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Caerus Investment Advisors's AXTA Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Axalta (AXTA) in Q1 2026, closing a stake of 12,585 shares — an estimated $407K sold.

Caerus Investment Advisors first reported a position in AXTA in Q3 2025 and held it in 2 quarters. The position peaked at $407K in Q4 2025. 381 funds tracked by Wall St. Rank hold AXTA as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Axalta position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 12,585 Axalta shares in Q1 2026, an estimated $407K.
  • Caerus Investment Advisors first reported a position in Axalta in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Axalta position peaked at $407K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Axalta as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.