Curio Wealth’s AXIS Capital AXS Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$203	–	174
2026 Q1	$203	Buy	+2	New	+$205	﹤0.01%	767

Other funds holding AXS

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

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

Curio Wealth's AXS Position: Q2 2026 in Review

Curio Wealth sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 2 shares — an estimated $203 sold.

Curio Wealth first reported a position in AXS in Q1 2026 and held it in 1 quarter. The position peaked at $203 in Q1 2026. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

Curio Wealth reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 AXIS Capital shares in Q2 2026, an estimated $203.
Curio Wealth first reported a position in AXIS Capital in Q1 2026 and held it in 1 quarter.
Curio Wealth's AXIS Capital position peaked at $203 in Q1 2026.
472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.