EPW
AXS icon

Evolve Private Wealth’s AXIS Capital AXS Stock Holding History

Evolve Private 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 		$4.97M Sell
46,061
-993
-2% -$99.6K 0.3% 56
2026
Q1 		$4.77M Sell
47,054
-1,224
-3% -$126K 0.26% 63
2025
Q4 		$5.19M Buy
+48,278
New +$4.8M 0.31% 56

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 $3.38T AUM 44.17% 1-Year Est. Return

Evolve Private Wealth's AXS Position: Q2 2026 in Review

Evolve Private Wealth reduced its AXIS Capital (AXS) stake by 2.1% in Q2 2026, selling an estimated $99.6K and leaving 46,061 shares worth $4.97M. The position accounts for 0.3% of the portfolio, ranked #56.

Evolve Private Wealth first reported a position in AXS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.19M in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Evolve Private Wealth held 46,061 shares of AXIS Capital worth $4.97M as of Q2 2026.
  • Evolve Private Wealth sold 993 AXIS Capital shares in Q2 2026, an estimated $99.6K.
  • AXIS Capital made up 0.3% of Evolve Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Evolve Private Wealth first reported a position in AXIS Capital in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's AXIS Capital position peaked at $5.19M in Q4 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.