Edgestream Partners’s AXIS Capital AXS Stock Holding History

Edgestream Partners’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 Q1	$879K	Sell	8,670 -10,037	-54%	-$1.03M	0.03%	656
2025 Q4	$2M	Sell	18,707 -26,425	-59%	-$2.63M	0.06%	532
2025 Q3	$4.32M	Buy	+45,132	New	+$4.37M	0.13%	298
2024 Q4	–	Sell	-25,675	Closed	-$2.04M	–	858
2024 Q3	$2.04M	Buy	+25,675	New	+$1.92M	0.09%	398
2024 Q2	–	Sell	-3,212	Closed	-$209K	–	843
2024 Q1	$209K	Sell	3,212 -60,046	-95%	-$3.59M	0.01%	779
2023 Q4	$3.5M	Buy	63,258 +43,122	+214%	+$2.4M	0.25%	97
2023 Q3	$1.14M	Buy	+20,136	New	+$1.11M	0.09%	359
2023 Q1	–	Sell	-140,611	Closed	-$7.62M	–	549
2022 Q4	$7.62M	Buy	140,611 +128,516	+1,063%	+$6.94M	0.86%	13
2022 Q3	$594K	Buy	+12,095	New	+$641K	0.05%	331

Other funds holding AXS

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgestream Partners's AXS Position: Q1 2026 in Review

Edgestream Partners reduced its AXIS Capital (AXS) stake by 54% in Q1 2026, selling an estimated $1.03M and leaving 8,670 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #656.

Edgestream Partners first reported a position in AXS in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.62M in Q4 2022. 462 funds tracked by Wall St. Rank hold AXS as of Q1 2026.

Edgestream Partners held 8,670 shares of AXIS Capital worth $879K as of Q1 2026.
Edgestream Partners sold 10,037 AXIS Capital shares in Q1 2026, an estimated $1.03M.
AXIS Capital made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #656 holding.
Edgestream Partners first reported a position in AXIS Capital in Q3 2022 and has held it in 9 quarters since.
Edgestream Partners's AXIS Capital position peaked at $7.62M in Q4 2022.
462 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.