Creative Planning
AXS icon

Creative Planning’s AXIS Capital AXS Stock Holding History

Creative Planning’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 		$3.81M Sell
35,422
-5,993
-14% -$601K ﹤0.01% 1614
2026
Q1 		$4.2M Buy
41,415
+8,176
+25% +$839K ﹤0.01% 1335
2025
Q4 		$3.56M Buy
33,239
+15,563
+88% +$1.55M ﹤0.01% 1251
2025
Q3 		$1.69M Sell
17,676
-3,881
-18% -$376K ﹤0.01% 1670
2025
Q2 		$2.24M Buy
21,557
+8,480
+65% +$844K ﹤0.01% 1237
2025
Q1 		$1.31M Buy
13,077
+4,934
+61% +$456K ﹤0.01% 1505
2024
Q4 		$722K Buy
+8,143
New +$697K ﹤0.01% 1904
2017
Q3 		– Sell
-1,228
Closed -$79K – 2032
2017
Q2 		$79K Sell
1,228
-33
-3% -$2.15K ﹤0.01% 2154
2017
Q1 		$85K Buy
1,261
+125
+11% +$8.38K ﹤0.01% 2061
2016
Q4 		$74K Sell
1,136
-99
-8% -$5.96K ﹤0.01% 2065
2016
Q3 		$67K Buy
1,235
+202
+20% +$11.1K ﹤0.01% 2135
2016
Q2 		$57K Sell
1,033
-475
-31% -$25.8K ﹤0.01% 2043
2016
Q1 		$84K Sell
1,508
-422
-22% -$22.8K ﹤0.01% 1731
2015
Q4 		$109K Sell
1,930
-550
-22% -$30.4K ﹤0.01% 1578
2015
Q3 		$133K Buy
+2,480
New +$138K ﹤0.01% 1417
2015
Q2 		– Sell
-945
Closed -$49K – 1248
2015
Q1 		$49K Buy
945
+293
+45% +$14.9K ﹤0.01% 2038
2014
Q4 		$33K Buy
652
+200
+44% +$9.78K ﹤0.01% 2273
2014
Q3 		$21K Buy
452
+346
+326% +$16K ﹤0.01% 2506
2014
Q2 		$5K Sell
106
-35
-25% -$1.6K ﹤0.01% 3192
2014
Q1 		$6K Sell
141
-78
-36% -$3.5K ﹤0.01% 2982
2013
Q4 		$10K Sell
219
-75
-26% -$3.54K ﹤0.01% 2552
2013
Q3 		$13K Buy
294
+87
+42% +$3.84K ﹤0.01% 2309
2013
Q2 		$9K Buy
+207
New +$9.11K ﹤0.01% 2310

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

Creative Planning's AXS Position: Q2 2026 in Review

Creative Planning reduced its AXIS Capital (AXS) stake by 14% in Q2 2026, selling an estimated $601K and leaving 35,422 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Creative Planning first reported a position in AXS in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.2M in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Creative Planning held 35,422 shares of AXIS Capital worth $3.81M as of Q2 2026.
  • Creative Planning sold 5,993 AXIS Capital shares in Q2 2026, an estimated $601K.
  • AXIS Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1614 holding.
  • Creative Planning first reported a position in AXIS Capital in Q2 2013 and has held it in 23 quarters since.
  • Creative Planning's AXIS Capital position peaked at $4.2M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.