Concord Wealth Partners’s Axalta AXTA Stock Holding History

Concord Wealth Partners’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 Q2	$4.11K	Buy	+120	New	+$3.61K	﹤0.01%	685
2026 Q1	–	Sell	-120	Closed	-$3.88K	–	250
2025 Q4	$3.88K	Hold	120	–	–	﹤0.01%	649
2025 Q3	$3.43K	Hold	120	–	–	﹤0.01%	674
2025 Q2	$3.56K	Hold	120	–	–	﹤0.01%	672
2025 Q1	$3.98K	Hold	120	–	–	﹤0.01%	616
2024 Q4	$4.11K	Hold	120	–	–	﹤0.01%	628
2024 Q3	$4.34K	Hold	120	–	–	﹤0.01%	658
2024 Q2	$4.1K	Hold	120	–	–	﹤0.01%	597
2024 Q1	$4.13K	Hold	120	–	–	﹤0.01%	681
2023 Q4	$4.08K	Sell	120 -156	-57%	-$4.67K	﹤0.01%	661
2023 Q3	$7.42K	Hold	276	–	–	﹤0.01%	666
2023 Q2	$9.06K	Hold	276	–	–	﹤0.01%	617
2023 Q1	$8.36K	Hold	276	–	–	﹤0.01%	613
2022 Q4	$7.03K	Buy	+276	New	+$6.82K	﹤0.01%	690
2022 Q3	–	Sell	-276	Closed	-$6K	–	234
2022 Q2	$6K	Hold	276	–	–	﹤0.01%	771
2022 Q1	$7K	Hold	276	–	–	﹤0.01%	833
2021 Q4	$9K	Buy	276 +120	+77%	+$3.81K	﹤0.01%	799
2021 Q3	$5K	Sell	156 -120	-43%	-$3.59K	﹤0.01%	571
2021 Q2	$8K	Buy	276 +156	+130%	+$4.94K	﹤0.01%	652
2021 Q1	$4K	Buy	+120	New	+$3.44K	﹤0.01%	695

Other funds holding AXTA

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Concord Wealth Partners's AXTA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Axalta (AXTA) in Q2 2026: 120 shares worth $4.11K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AXTA as recently as Q4 2025.

Concord Wealth Partners first reported a position in AXTA in Q1 2021 and has held it in 20 quarters since. The position peaked at $9.06K in Q2 2023. 359 funds tracked by Wall St. Rank hold AXTA as of Q2 2026.

Concord Wealth Partners held 120 shares of Axalta worth $4.11K as of Q2 2026.
Axalta was a new Concord Wealth Partners position in Q2 2026.
Axalta made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #685 holding.
Concord Wealth Partners first reported a position in Axalta in Q1 2021 and has held it in 20 quarters since.
Concord Wealth Partners's Axalta position peaked at $9.06K in Q2 2023.
359 funds tracked by Wall St. Rank held Axalta as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.