Center for Financial Planning’s Axogen AXGN Stock Holding History

Center for Financial Planning’s Portfolio AXGN Stock Details AXGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.1K	Hold	500	–	–	﹤0.01%	411
2026 Q1	$16.6K	Hold	500	–	–	﹤0.01%	433
2025 Q4	$16.4K	Hold	500	–	–	﹤0.01%	439
2025 Q3	$8.92K	Hold	500	–	–	﹤0.01%	501
2025 Q2	$5.42K	Hold	500	–	–	﹤0.01%	514
2025 Q1	$9.25K	Hold	500	–	–	﹤0.01%	479
2024 Q4	$8.24K	Hold	500	–	–	﹤0.01%	446
2024 Q3	$7.01K	Hold	500	–	–	﹤0.01%	434
2024 Q2	$3.62K	Hold	500	–	–	﹤0.01%	472
2024 Q1	$4.04K	Hold	500	–	–	﹤0.01%	483
2023 Q4	$3.42K	Hold	500	–	–	﹤0.01%	441
2023 Q3	$2.5K	Hold	500	–	–	﹤0.01%	450
2023 Q2	$4.57K	Hold	500	–	–	﹤0.01%	449
2023 Q1	$4.72K	Hold	500	–	–	﹤0.01%	420
2022 Q4	$4.99K	Hold	500	–	–	﹤0.01%	410
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	401
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	431
2022 Q1	$4K	Hold	500	–	–	﹤0.01%	436
2021 Q4	$5K	Hold	500	–	–	﹤0.01%	428
2021 Q3	$8K	Hold	500	–	–	﹤0.01%	379
2021 Q2	$11K	Hold	500	–	–	﹤0.01%	348
2021 Q1	$10K	Hold	500	–	–	﹤0.01%	379
2020 Q4	$9K	Hold	500	–	–	﹤0.01%	347
2020 Q3	$6K	Hold	500	–	–	﹤0.01%	344
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	357
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	408
2019 Q4	$9K	Buy	+500	New	+$7.39K	﹤0.01%	314

Other funds holding AXGN

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Center for Financial Planning's AXGN Position: Q2 2026 in Review

Center for Financial Planning held its Axogen (AXGN) position steady in Q2 2026 at 500 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Center for Financial Planning first reported a position in AXGN in Q4 2019 and has held it in 27 quarters since. 253 funds tracked by Wall St. Rank hold AXGN as of Q2 2026.

Center for Financial Planning held 500 shares of Axogen worth $23.1K as of Q2 2026.
Center for Financial Planning left its Axogen share count unchanged in Q2 2026.
Axogen made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #411 holding.
Center for Financial Planning first reported a position in Axogen in Q4 2019 and has held it in 27 quarters since.
253 funds tracked by Wall St. Rank held Axogen as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.