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

Cassaday & 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 		$215 Sell
2
-417
-100% -$41.8K ﹤0.01% 1215
2026
Q1 		$42.5K Buy
+419
New +$43K ﹤0.01% 643

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

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

Cassaday & Co Wealth Management reduced its AXIS Capital (AXS) stake by 100% in Q2 2026, selling an estimated $41.8K and leaving 2 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Cassaday & Co Wealth Management first reported a position in AXS in Q1 2026 and has held it in 2 quarters since. The position peaked at $42.5K in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of AXIS Capital worth $215 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 417 AXIS Capital shares in Q2 2026, an estimated $41.8K.
  • AXIS Capital made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1215 holding.
  • Cassaday & Co Wealth Management first reported a position in AXIS Capital in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's AXIS Capital position peaked at $42.5K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.