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Clearstead Advisors’s AXIS Capital AXS Stock Holding History

Clearstead Advisors’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 		$20.3K Sell
189
-2,006
-91% -$201K ﹤0.01% 1789
2026
Q1 		$223K Sell
2,195
-875
-29% -$89.8K ﹤0.01% 968
2025
Q4 		$329K Buy
3,070
+1,971
+179% +$196K ﹤0.01% 782
2025
Q3 		$105K Buy
1,099
+57
+5% +$5.52K ﹤0.01% 1040
2025
Q2 		$108K Buy
1,042
+314
+43% +$31.3K ﹤0.01% 1047
2025
Q1 		$73K Buy
+728
New +$67.2K ﹤0.01% 1073

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

Clearstead Advisors's AXS Position: Q2 2026 in Review

Clearstead Advisors reduced its AXIS Capital (AXS) stake by 91% in Q2 2026, selling an estimated $201K and leaving 189 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Clearstead Advisors first reported a position in AXS in Q1 2025 and has held it in 6 quarters since. The position peaked at $329K in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Clearstead Advisors held 189 shares of AXIS Capital worth $20.3K as of Q2 2026.
  • Clearstead Advisors sold 2,006 AXIS Capital shares in Q2 2026, an estimated $201K.
  • AXIS Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1789 holding.
  • Clearstead Advisors first reported a position in AXIS Capital in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's AXIS Capital position peaked at $329K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.