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Elevation Wealth Partners’s AXIS Capital AXS Stock Holding History

Elevation Wealth 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
Q2 		$5.91K Buy
55
+17
+45% +$1.7K ﹤0.01% 972
2026
Q1 		$3.85K Buy
38
+29
+322% +$2.98K ﹤0.01% 779
2025
Q4 		$964 Buy
9
+5
+125% +$497 ﹤0.01% 867
2025
Q3 		$384 Buy
+4
New +$387 ﹤0.01% 831

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

Elevation Wealth Partners's AXS Position: Q2 2026 in Review

Elevation Wealth Partners increased its AXIS Capital (AXS) stake by 45% in Q2 2026, buying an estimated $1.7K and bringing the position to 55 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Elevation Wealth Partners first reported a position in AXS in Q3 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Elevation Wealth Partners held 55 shares of AXIS Capital worth $5.91K as of Q2 2026.
  • Elevation Wealth Partners bought 17 AXIS Capital shares in Q2 2026, an estimated $1.7K.
  • AXIS Capital made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #972 holding.
  • Elevation Wealth Partners first reported a position in AXIS Capital in Q3 2025 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.